Valuation Matters When the Jets Stop Failing

Jusson: A lot of our listeners are value investors. They would kill me if i didn't ask about this, but it seems like a lot of your macero ideas, you know, we read out a really long period where valued best ar struggles. But when there's no liquidity, that's all ats. And so um value. Well, let's ag matter. Actual cash on cash returns is what ultimately will matter you now for ration. So m get out your kind of d c f models again. It's actually going to make a big difference. You're notk use the excess returns podcast to launch the gem pesengetv.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app