The Acquirers Podcast cover image

Value After Hours S04 E23: Warren Buffett's Letter to See's Candy; Bear Markets, Acquirers Multiple and Net Nets;

The Acquirers Podcast

00:00

Is This a Bottom or a Bay Macket?

We're not in that generationa cheap level, where you do have to spend some time below the mean as well. You can't just live above the mean all the time. The only thing o cape is that it really only came out in 19 96, and since 19 96 it's been at a pretty big premium o to the long run average. If i had to guess, i'd say a bare market balance. I think maybe there's an argument to be made that, like, low rates might have something to do with that. Like, tennesofa v nenet, when then itst likthefat tatthey are predominantly farmer, tells me that they've had

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app