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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

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The Multiple on Price to Sales for Nvidia

Price to sales is too high today probably and it was too low then so those are your big opportunities obviously. A lot more of it comes from the multiple expansion than people might think a lot of it. But I mean read the book hundred baggers and all that or a hundred to one in the stock market Mm-hmm.

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