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Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

The Acquirers Podcast

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The Importance of Discipline in Indexing

Google doesn't really ever get a nosebleed multiple. It's the black box problem of how much would you pay for a business that earned all of this money, but the dollars never came out of the black box. What is it worth? You may never see in that. Meta said a pretty stunning rally recently because they brought up the $40 billion buyback and they had $40 billion in cash. And so that means that they've got to put some sort of better on Zuck's spending with respect to the Metaverse.

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