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Value After Hours S04 E34: Build-a-Bear Workshop; The Gini Coefficient; and Graham on Margin

The Acquirers Podcast

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Probably 10 PE Stocks in the Near Future?

I reckon the G is pretty solid, I reckon Amazon. Nah, they're all zeros. Apple's going to be okay. definitely 10 PE stocks coming to you in the near future. But let's just play out like a Peter Zeehan kind of fracturing world. And if China is not the manufacturing hub that for apple like it is today, what do margins look like for them if they have to bring it more closer, more expensive labor? It's sort of an interesting like get fucking machines to make all that shit. Take my shirt off. There you go. Any of the fang stops, not a zero. That doesn't sound good for Europe, does it?

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