The Acquirers Podcast cover image

Value After Hours S03 E24: Option Pricing, $AMC, Lumber, Gravity and Real Estate

The Acquirers Podcast

00:00

Will Everything Be Going Up?

We need a theory about this, something about how i buy and then i expect till i find somebody dumber the nee to buy it for me. We need one of those, a er a theory that explains us. I think disney is not like, easy to swallow valuation wives to me. But i see whati, like, i know why i own it. It's got to be high return on capital. You got to have massive reinvestment runways,. That's it. Figure those out. Let us know.

Play episode from 22:54
Transcript

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