Remove Economics Remove Math Remove Transportation Remove Valuation
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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

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Transcript: Steve Case

Barry Ritholtz

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. How do we move around in terms of transportation? The math never seems to work out. We’ve been at it for coming on a decade, had only a couple 100,000 customers. What do we eat?