The Acquirers Podcast

Value After Hours S03 E34 Mass Extinctions, GMO's Value vs Growth Letter and Grantham's Bubble Call

Sep 16, 2021
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1
Introduction
00:00 • 2min
2
How Long Did the Meteos Strike?
02:21 • 2min
3
What Caused the Cambrian Explosion?
04:20 • 4min
4
I'm Not Guessing. I'll Get It So Far Off.
08:49 • 3min
5
Ike, Is That Bloctin?
11:48 • 3min
6
Labor and Supply Chains Both in Short Supply Right Now
15:05 • 3min
7
Do You Think That's the Result of the Stimulus Paments?
18:26 • 4min
8
The Best Tack Strong T Glass Rock
22:24 • 5min
9
Is It a Bubble Dem Plod?
27:06 • 2min
10
What's the Difference Between Value Growth and Value Growth?
28:43 • 3min
11
The Prevalence of Growth and Value Traps
31:22 • 2min
12
Is It a Good Idea to Pay More Than Ten Times Sales?
33:44 • 2min
13
Is Ten Times Sales a Good Value?
35:16 • 4min
14
Is There a Time Line for Extinction?
39:25 • 2min
15
Is Craft Hines Good at Assessing Incentives From the Outside?
41:53 • 2min
16
Do They Cut the Expenses That Aren't Strategic?
43:46 • 4min
17
Bud Lights Under - Is That a Bad Idea?
48:06 • 2min
18
Is It a Subscription Business or a Phantom Revenue?
50:11 • 2min
19
The Guya Hypothesis
52:25 • 6min
20
Those Rivians Were Supposed to Be Out, Like 18 Months Ago.
57:58 • 2min