
EP 314. How Much Is Too Much To Pay for a Great Business
Focused Compounding
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Investing the Warm Buffet Way, Free Cash All Plus Growth
The hold returns are basically the free cash ill yield, which is free cash all divided by market cap plus growth. So kind of the same principle as, right? Um, you know, the example, vors. If you buy a stock that pays you a four % dividend and is growing at six % a year, you know you can make ten % a year for as long as you own the stock without havingt sell at a higher p e price to book,. et cetera.
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