AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Are the Values Getting Lower?
The valuations are now how undervalued they are. The crazier sentiment is based on, you know, kind of the top operators and the top stocks. That basically ignores that, first, they should be having faster growth. And secondarily, a cannibalization question of alcohol get cannibalized, that's up for debate,. They're the cannibalizes of the cannibalis.