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Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

The Acquirers Podcast

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The Importance of a Strong Balance Sheet

There are more banks than bankers, so the big will probably get bigger. I want to balance each strong enough to weather a deep recession. If we're going to have a sideways market, I'm really looking for high shareholder year yield. And then maybe lastly, and this is not a requirement like the first five pretty much are if I can find some positions in my portfolio that have a catalyst or maybe a merger arbitrage position or two.

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