Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Focused Compounding
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Investing in the People's Republic of China
Ten cent music entertainment group, market cap, eight point five billion. Current p e, 20 times eve to sales, one point four times tenur meter. Margins on ebit, 13 %. Em any thoughts on this? Is it hard to evaluate a business that operates in the p r c? What are you thougts on thati mean, we've hit some things i know nothing about. We've got china, and we've ot music come. This is not a good combination.
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