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EP 313. How to Judge and Research an Industry

Focused Compounding

00:00

The Future of Gambling?

Food away from home is very unattractively priced versus food at home. I think people pay a lot for convenience and things like that. The last few years before cove, the last five years or so, there was very little inflation in m super markets,. And actually, at most periods, there is more inflation there. That gives protection to food away from home - being able to stay out of line competitively.

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