
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
Focused Compounding
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Hilton Food and Seller Jones' Cost Plus Business
I would expect that to adjust like we said the margins and stuff will go back probably over time Um, it's just a cost not exactly a cost plus business, but you're just paying You know over time they should be able to negotiate. Hilton food and seller Jones have power over their customers in terms of you have to take the higher price because You can't find someone else who will supply this tea for cheaper. Some of the original plants and stuff that serving tests go and everything are very highly automated very expensive.
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