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Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains

The Acquirers Podcast

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Is There a Difference Between Re Raters and Compounders?

I'm pretty sure david barr told me that he thinks about it in the way of a re rating. And i would say re rating is probably where i'd be more comfortable selling a right because you don't really have like this long right tail that you think you're truncating. E tat mak sens a, i sort of tweat today about china that, i mean, i get the names wrong, but amazon has the same market cap as like, j d bi d ten cent and ali barba. Yet, the only question that people need to answer is, do i want to take the via risk? If your s yes, by the shit out of all

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