The Acquirers Podcast cover image

Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA

The Acquirers Podcast

00:00

The Cat Can't Be Dead

i migt has been working for the last 12 months, just sleeping. Ye, it's nailed to its perch. Cat can't be dead. Y mean, i don't know, conceptually, a, there's so much money out there that it sort of makes sense to me why people are attracted to businesses that are going to be huge to morrow. It seems that it's just another more work by a c showing that value's not dead. It's just, you know, sometimes it runs backwards. There's institutional, structural reasons why these opportunities tend to exist. You know, even individual investors, like whyd, you go buy lockhead mutton or tobacco

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