Ho Nam
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 16, 2024 by Ben Gilbert · said 5 times in 3 episodes since 2021 · across every show →
Mentions by year
brought up most by Ben Gilbert (3), David Rosenthal (1), Brinton Johns (1)
tap a year for its mentions
2024 1 mention in 1 episode
2022 1 mention in 1 episode
2021 3 mentions in 1 episode
Everything said about Ho Nam, oldest first
Dec 16, 2024 positive
Deep operational knowledge enables superior underwriting compared to blunt valuation multiples
“Multiples are kind of a blunt instrument used for valuation when you don't actually deeply know and understand the business, and when you do, you can just underwrite better than everyone else, and you have more margin of safety in the price that you are willin…”