
054: Cardlytics Is Not A No-Brainer
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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The Bookcase Is Not Based on Usur Growth
The valuation, there's not really much gointo because my judgment kind of over it overwhelms the valuation in terms of me not wanting to make the investment. The bull case is that am ido. I don't think anybody's thinking that. The buok case is based on, like, international growth. And then payment aps a, they acquired and acquired. So i just needed to make some notes as i was talking here. They have this huge run ray international. Why are people think in that way?
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