
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Focused Compounding
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Air Lines Recovering a Lot?
Plus grade l p will acquire all the issuean outstanding common shares of the company for 25 dollars a share. They war for, i were they at 15 or something? Or was their price around then? Yes. Andthen they spiked. No even yet. So ten, call it ten to 15, immediately after co it was like vatin when it was 17 or something before they announced that stuff. This is a great business model. Huge amounts of deferred revenue, as we talked about capital i, capital rights, toty cash. If you want to tak it over using debt, that will work in anything, except if we have another coveo, yes, and then you'll
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