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Alec brings two interesting ASX stocks

Equity Mates Investing Podcast

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The Importance of Operating Leverage

I use someone who cracks out Excel or Google sheets these days and models what you think will happen. And then does a discounted cash flow? Is that your valuation? I've actually moved away from that. What you really want to see is businesses that have operating leverage. So their fixed costs can support a much higher level of, of top line sales than they currently do.

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