The Acquirers Podcast cover image

Value After Hours S04 E04: Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX

The Acquirers Podcast

00:00

I Don't Use It to Investt, You Know?

The digitization of the economy, i think, is only going to continue. Google and apple have absolutely no incremental cost to collect those 30 dollars. It's a creed of margins, like i just don't fundamentally buy it. Like, at the moment they'reke wereat peak multiples on peak margins. But we've exported a lot of the low cost stuff to other countries. And so any historical comp is irrelevant, and, and none of it makes any sense.

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