18min chapter

The Acquirers Podcast cover image

European shorts, packaging, and financials with investor George Livadis | Value After Hours S06 E39

The Acquirers Podcast

CHAPTER

Navigating the Housing Market and Investment Strategies

This chapter explores the intricacies of the housing market, focusing on the challenges faced by home builders and building product companies amidst fluctuating lumber prices and rising interest rates. It also covers the implications of monetary policy changes, the dynamics of private equity, and the speaker's investment philosophy, highlighting a balance between core growth and tactical value positions. The chapter includes discussions on market predictions, particularly for small-cap stocks and their potential to influence investment strategies leading up to the year's end.

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