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100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck

The Acquirers Podcast

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I'm Not Smart, I'mnot Smart.

I don't know why that necessarily benefits value of doshereisli som iven, for you look at something like data dog or whatever. I just think the thing that's so hard is, i was listening to space yesterday, and the tud was talking about selling cars. And he's been in the car business forever, and, like, he just can't get cars, and he's a dealer. Well, tesus ind on a bility of price, right? But it is something i've been acty, had this conversation with michael, analyst that works with me, just a couple weeks ago. He's like, use car prices aren't going to

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