
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Focused Compounding
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The Business Model Is Not Complete, but It Is Different
Landrys made an offer to acquire arc, yet arc turned down. Next company, bapcock and wilcox,. Yet, there's nothing about this one. The conties must split off. It's too hard for people to figure out. Both of them still exist and still trade. One's heavily indebted and exists in much larger americ than i would assume would be the case. And actuall, the other one's goting a bit cheaper. So not cheap, but it hasn't gone up in price much lately. But if they want to go big into something else that they've never done before, it becomes very risky. Same thing with barnes and naverny here
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