Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble Investor | V:AH S07 E01

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  • Опубликовано: 22 янв 2025

Комментарии • 15

  • @eljardindeaura7177
    @eljardindeaura7177 15 дней назад +13

    Great guest, Dan Rasmussen.

  • @macfin4862
    @macfin4862 14 дней назад +3

    Here's to another 7 seasons!

  • @MuchoMate
    @MuchoMate 15 дней назад

    Thanks for doing these ones, great content

  • @NathanPederson-ib6ml
    @NathanPederson-ib6ml 15 дней назад +5

    Review last years predictions and make 2025 predictions?

  • @randalljmoore
    @randalljmoore 15 дней назад

    Solid!

  • @kapilkhetan9141
    @kapilkhetan9141 14 дней назад +1

    did anyone do a summary or manage to get their hands on a transcript please? thanks

    • @TheAcquirersPodcast
      @TheAcquirersPodcast  9 дней назад +1

      We always post it to the blog the following Monday: acquirersmultiple.com/blog/

    • @kapilkhetan9141
      @kapilkhetan9141 9 дней назад +1

      @@TheAcquirersPodcast got it.. thanks Toby

  • @MuchoMate
    @MuchoMate 15 дней назад +1

    Excellent veggies this time, I'll include some of these at my team's stand up meetings every time we are a bit off topic in conversation

  • @DnBPK6
    @DnBPK6 15 дней назад

    Veggies - 29:23

    • @ChrisE1415
      @ChrisE1415 15 дней назад

      Does that mean the current generation of value investors wouldn't adapt as easily to new environments due to our non-conformist nature?

  • @bobjohnson1737
    @bobjohnson1737 15 дней назад

    All of Japan is a special situation trade based on changing structural governance; the other major industries like Auto could be completely disrupted away so what's the point of spending your opportunity cost there? Demographics also won't be fixed by immigration as that is a structural data point that won't change anytime soon to matter

  • @bobjohnson1737
    @bobjohnson1737 15 дней назад

    the world will change fast this time around - non believers will just be left holding the bag.

  • @Tendomcgoobin
    @Tendomcgoobin 15 дней назад

    Can you have Bob Henderdon on

  • @manmohanakash4222
    @manmohanakash4222 15 дней назад

    This guy thinks volatility is decay. When people talk about volatility, it's up/down and back the same price.