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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

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The Role of Permits in the Moat Right

The permitting process in a lot of these Things could take years right two five ten years sometimes if not more Yeah, and then that's what drives up the brices and stuff. Lime and cement Much less so but also true just in aggregates generally It's usually easier once they have a permit for something to expand and do all the other things So yeah, I mean that's why they're 20 30 years ago.

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