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Tobias Carlisle - A Modern Walter Schloss

The Business Brew

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How to Buy Back in a Business That Has Underperformed

It's super easy to look back where the valuations are today and say well hey they even outperformed you know the nifty 50 outperformed I mean I get it but also the question there's a different question between theoretically looking back what did this business do and as an investor could I have dealt with this kind of under performance. That multiple fate is really hard to tell yourself year after year after year like oh yeah the business is getting better. Okay. So yeah that's actually that's where I've settled that'swhere I've settled to just may never get your opportunity to buy back in, he says.

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