AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
Millennial Investing - The Investor’s Podcast Network
What's the Market Environment Like?
6min Snip
00:00
Summary
Transcript
Episode notes
B barton: We maintain a base case valuation for all our investments. And so in the current market environment, we see our portfolios trading at something closer to 70 cents on a dollar now. But as we look ahead, you none of us are maccero economists. None of us are shed watchers. It could be the case that if the economy sort of performs willed it worse from here than then sort of our base case expectations would be our valuations might come down some.
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