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Value After Hours S03 E26: Lumber, Inflation, Deep Survival

The Acquirers Podcast

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You Don't Want It to Go Away, Right?

You don't try to make any money. You just don't want it to go away. That's how you get your return. We i mean, maybe not the risk free, but you do it in a corporate or something where you think that you can get some spread. I eans that what kind of people do with their home mortgage,. Like the average is, i think, under seven years for a mortgage being refinanced. So doesn't matter what the rate is that much. Doesn't matter if there's some big baloon payment, like, this is just sort of a a rental of a mortgage. G d p, it's just one big levered equity strategy we

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