15min chapter

Yet Another Value Podcast cover image

David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L

Yet Another Value Podcast

CHAPTER

Risks of Inflation and UK Housing Market

In this chapter, they discuss the risks of inflation for businesses that rely on pre-selling projects and the impact on the UK housing market. They also discuss specific companies like Vistry Group and their potential for growth and returns on capital.

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