The Acquirers Podcast
Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves
Oct 9, 2023
Finance and investment expert Zach Abraham discusses the detachment of stock prices from fundamentals, interpreting bond and stock markets, financial scares and bank runs, the impact of economic abnormality on traditional metrics, the challenges and stages of company growth, analyzing cash flow, ROIC, and TSR for different stages of companies, and the volatility of investing in unpredictable companies.
01:03:37
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Quick takeaways
- Fast-growing companies need to continuously reinvent themselves to stay ahead of the market's pace of change.
- Investors should focus on more mature companies instead of solely chasing growth.
Deep dives
The Challenges Faced by Fast-Growing Companies
The podcast discusses the challenges faced by fast-growing companies, citing a study that found two-thirds of the fastest-growing companies had either shrunk in size, gone out of business, or were disadvantageously sold within a few years. The study identified four stages of growth: startup, establishing processes, creating more processes, and developing new products. It emphasizes the importance of continually reinventing the company to stay ahead of the pace of change in the market. The podcast highlights the need for leaders who can balance efficiency and innovation in the company culture.
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