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
Great guest, Dan Rasmussen.
Here's to another 7 seasons!
Thanks for doing these ones, great content
Review last years predictions and make 2025 predictions?
Solid!
did anyone do a summary or manage to get their hands on a transcript please? thanks
We always post it to the blog the following Monday: acquirersmultiple.com/blog/
@@TheAcquirersPodcast got it.. thanks Toby
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
Veggies - 29:23
Does that mean the current generation of value investors wouldn't adapt as easily to new environments due to our non-conformist nature?
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
the world will change fast this time around - non believers will just be left holding the bag.
Can you have Bob Henderdon on
This guy thinks volatility is decay. When people talk about volatility, it's up/down and back the same price.