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Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]
Invest Like the Best with Patrick O'Shaughnessy
Cosco - The Growth Curve Is Not What It Used to Be
Owning businesses with price and power makes a lot of sense onsoither some genuinely very outstanding, good businesses that just typicallyor expensive. Too many these things have traded at thirty five to forty times. And if you believe a company trading at forty times, which would be an example of a cosco that we just talk about, i think it's some point. Cosco aes at twenty five times, the growth curve is not what it was when we bought the stock for the first time in two thousand and four i think it was. They're still going to have terrific sames to our sales growth. But i find the multiple hat close forty times for the business to be pretty...
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