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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 Threat of a Priced to Book

Jay Parini: I don't think it's any accident that Buffett, when he was talking about what he talked to the five big trading companies. He said, if you guys have any deals that you are interesting, give us a call, we might be able to help finance them. And so I'm sure that Buffett's licking his chops with the idea of being able to put money to work there. The whole book is the proverbial walks in the front door and gets on the elevator at the end of day. That's the book value of these companies. There's no property plan and equipment to speak on."

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