EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
Focused Compounding
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Is It a Village Supermarket?
If the m multiple doesn't contract, you ges six or seven % return in the stock. You want to be particularly sensitive to price on a stock like this. So you want to buy it when it's cheaperand you know that it's going to do all those bybacks. It would be an earnenst per share that you see if free cash for all that stuff would grow seven % or more.
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