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Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Focused Compounding

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The Advantages of Dollar General

I just spent a while in rural Oklahoma and it was pretty saturated. There's a lot of places where they're the only real place to shop in those places that I was in where Walmart isn't. Their customer base benefit hugely from COVID. It really puts a lot way back to my toy levels. But like I said, a long term I would like it better than Walmart.

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