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worst quality businesses

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 12, 2021 by Yen Liow · across every show →

Everything said about worst quality businesses, oldest first

Apr 12, 2021
Insight
Liow: The worst-quality levered businesses fly the highest in cyclical recoveries
“And actually a cyclical recovery, yet alone one of this size, the worst quality businesses fly the most. In fact, the worst quality businesses that are levered fly the most.”
Yen Liow Apr 12, 2021 ▶ 1:05:13 Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
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