The Acquirers Podcast cover image

Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA

The Acquirers Podcast

00:00

The Bicycling Gods Know Each Other Pretty Well

i think i got a little lax on some stuff. So our or underwriting of risks can become lax. And you you could talk yourself into some stuff. That's just the way this works. Youa to debedexit multiples tebest, they're always high, yo Good account. Bt, elling it at an unreasonably high price is the worst thing you could ever imagine.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app