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Value After Hours S04 E23: Warren Buffett's Letter to See's Candy; Bear Markets, Acquirers Multiple and Net Nets;

The Acquirers Podcast

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Is There a Melt Up?

I don't know why capital deserves real return. It feel its like it's expensive selling off the mon ha, big, big bounce. I think they nit cellers over l yet. Why was there melt up? I have no idea this. The thesis changes every time we talk about it. But a, ici don't kno. Looks like grades are breaking out. Maybe they go higher. Over fs a, if,. if you didn't have the fed with o fingeron on the weighing machine, then i'd say it's almost certainly higher. but just bu you di  but if you look at the experience of the b, h a and the e, c

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