Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
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It's Ashton Capital. Not supposed to be Ashton Capital. Not supposed to be naming the fund, reporting claims to people. So We didn't
we didn't do that. No.
We didn't. So Ashton Capital is the name of the firm. But, yeah, great to be back. Thanks for having me again. Good
Good to have you back, Zeke.
Yeah. Great to have you back, Zeke. Just before we came on, we were discussing the, the end of an era with Buffett stepping down, and you say it's a post value era. What is that? What's happening?
Yeah. I don't know what that means. It just sounds It's
provocative. Yeah.
But but I do think it I do think it's an interesting historical time in the markets. I think it does kind of represent the passing of the baton from, you know, sort of this this maybe a world that existed somewhat more in nostalgia than in reality where this notion of somebody who's very patient, who just studies businesses, you know, swings the bat every couple of years, finds a great business at a really good price, and then holds on for ten or fifteen or twenty years as it compounds away, you know, can that can that still work? My gut tells me it can, but it's just harder now, in a certain
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