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Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing

The Acquirers Podcast

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Challenges and Implications of High Debt and Interest Rates

This chapter explores the potential impact of increased debt and interest rates on equity multiples and business values. It discusses the challenges businesses may face in making acquisitions and financing purchases if they have debt. The chapter also considers the shift in the growth rate of high multiple stocks.

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