Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Focused Compounding
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Is Mavado a Good Value Stock?
Mavado was basly just, it's a lot cheaper. But obviously things have moved along and thete watch industry, that's made it less attractive over time. Vato makes liceend stuff in asia and make swiss stuff in switzerland. And we'd written a little bit about that, cause tere was like a crack down on a corruption stuff in china.
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