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Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

Focused Compounding

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The Importance of Over-Ordering

Amazon would rather die than not have Inventory on their website or whatever. The lag is a big part of it that you committed to these things and then you agree to take them You know because one factor like when we talk about inflation stuff is if they can get data on How much over ordering there is that's a really good indicator of whether there's going to be inflation in industry. So Yeah, that numbers The number they give us huge is it a hundred seventy eight thousand that says there which I can't be just dealerships That's a huge number but charging stations carriages and repair shops. But based on that we can kind of imagine Was it possible?

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