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Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway

The Acquirers Podcast

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Adding a Bunch of Working Capital to Your Supply Chain?

i just don't know that i really buy inflation, outside of things that are artificially constrained. Adding a bunch of working capital because your supply chains were so screwed up that you her like, redundancy, you dont ge o stronger. Tan the idea that commodities are short human ingenuity, i think that's a great line. That has been true over very long cycles, for very long periods of time. Although we do have todo, increasingly, like heroic stuff to get oil out of the ground. But at some point we're gon to come up with a better energy source,. Like we just got a bill of hollo and uclear reactors. Roght, at some point nuw

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