The Acquirers Podcast cover image

Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place

The Acquirers Podcast

00:00

Is There a Lot of Risk on That Platform?

I remain unconvinced that anything that i have said is incorrect about the platform, especially when they cite monotisable daily active users. And secondly, am i think there's a lot of risk on that book. I don't know how you'd underwrite it. How do you figure out what is actually sustainable and what they're probably going to grow off of when you have that kind of a ramp over the last year?

Play episode from 17:07
Transcript

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