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Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels

The Acquirers Podcast

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Netflix's Magic Formula Star Portfolio

Fang: I don't think that you can look at Fang and say this is patently crazy. He's got such a diverse, it's hard to know what portfolio we're talking about. The magic formula element that pays up for the high return on invested capital is going to capture some of these things. Some of these smaller names are like, I mean, I'm wrong on this every time I say it. But this isn't Fang.

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