The Acquirers Podcast

Value After Hours S03 E29: Lumber, Einhorn's Greenlight Letter, 17.5% Yearly Returns Expectations

Aug 2, 2021
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1
Introduction
00:00 • 2min
2
A Ts, My High Light of the Week.
01:42 • 3min
3
Capital Cycle Theory
04:27 • 5min
4
The Lumba Market
09:25 • 3min
5
Speculative Price Spikes Are Not Common in Lumber
11:57 • 6min
6
The Weird Dynamic Inside the Home Depot Right Now
17:49 • 4min
7
Can I Defer the House?
21:36 • 3min
8
Canfor, Is the Prece Run a Little Bit Artificial?
24:20 • 3min
9
The Beauty of Capitalism
26:52 • 3min
10
Is There a Discussion on Lumber in the Letter?
30:17 • 2min
11
Capital Investing in a Commodity Industry
32:26 • 2min
12
Investors Expect 17 Point Five % Returns From Their Equities
34:47 • 3min
13
What Does That Mean?
38:01 • 4min
14
How Much Lumbe Is There in a Guillotine?
41:58 • 3min
15
What Should Expectations Be?
45:00 • 2min
16
The Market Is Starting to Over Discount a Good Set Up
46:51 • 2min
17
The Market Price Delivers Far More Than Expected Returns
48:36 • 2min
18
Is That Where You're Going With Us?
50:13 • 2min
19
Having an Insight Into a Kp I
51:58 • 2min
20
Netflicks
54:23 • 2min
21
Do You Think They Mong to Make?
56:23 • 2min
22
The Future Is in Social Media and Short Form Content
58:26 • 3min