AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior
The Acquirers Podcast
How to Rebalance Your Portfolio
The way that I'm selecting these things, just say you're buying on the cheapest free cash flow multiple that you can. So over five years, a third of your portfolio comes back in cash. That's the average across the many, many portfolios that I sort of form on a rolling basis. And so that means- What about like some, is that account stuff that gets bought out? A lot of stuff gets bought out because you compare it as a picking off stuff that's too good. You want to throw in some stuff compound. Some names you buy once and they just don't, you just never hear from them again.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode