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Value After Hours S04 E21: Chesterton's fence; When quality fails; Inflation, Data and Predictions

The Acquirers Podcast

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Is It a Tiger Global Dump?

In previous episodes where we talked about, what are the worr ns come from, and thats revenue growth, profit margin, dividend and then multiple a and then share count. You're saying that it's probably going to be more multiple driven. And that will more likely be in value's favor as opposed to quality. Is harder to maybe win on top line or profit margin. I think profit margin very, very tough. Top line, hard to predict. The other ones, like dividends, are very pretty so for that they are pretty steady. But they will say tho the yield in them is very low. Historically, that's ge a sat amount of rash coming out.

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