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Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes

The Acquirers Podcast

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The Persistence of Profit Margins

Jeff Greene: One of the kind of striking things over the last decade or so has been the persistence of profit margins in just they've you know, there's lots of quotes from Grantham. You can get a quote from Buffett and John Husman as well to the effect that it's about the long run mean is about six six percent. So Jake's got some veggies today. James Montier had a swing at it in his most in his latest piece. And then a husband has also left some comments about it from coming at it from a slightly different angle. Do you want to take it away, JT?

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