Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Focused Compounding
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How Much Has the Stock Been Growing?
Over 20 years, is still up wat 11 times. And that's with declines in the actual multiples. Growth has been helped by the fact the stock was relatively cheap most of the time. If they'd done major bybacks when the stock was expensive, this wouldn't work so because we talked obothis before.
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