Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
Focused Compounding
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How Do You Think About the Paradox of Holding 50 Cent Companies Worth $1?
Trey asks, how do you think about the opportunity cost of holding 50 cent companies worth $1? They have a static value versus buying and holding compounders. If I assess on a 10 year minimum time scale, I don't see any point to buying non-compounding businesses. Harry: It is sometimes easy to identify compounders. Unfortunately, they just aren't at reasonable prices.
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