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Value After Hours S04 E30: The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths

The Acquirers Podcast

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How Do You Underwrite a Stock Portfolio Every Day?

"You do have to kind of re underwrite regularly, right? Yo, quarterly, it maybe, i mean, there's things that happen outside of the quarter," he says. "Holding on to an asset that is performing a and has solid operating metrics and tangible results is probably a more sound strategy than trying to chase yield by going down to crappier asset." 'My dumb ass sold out a charter and got into altis cause of the multiple, and that didn't work out so hot'

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