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Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

The Acquirers Podcast

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How to Defend Cyclicals

I don't think it needs to do anything for first to sort of work. You can just keep it around 65, 70, it's all fine. Break evens are much lower than that. For the equity to work, you probably need higher prices. It'd be nice if they had all the Marvel character, like the rights to all the Marvel people in Orlando. That would make sense to me because like what do we mean? So if you go to NBC Universal to Comcast, Universal Studios, you hop on Hulk, right? And then you get SpiderMan rights or Superman rights or all this shit. I have a little rally over the last 75 84. Boom. There you go

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