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Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

Focused Compounding

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EVD to E-Bodai?

For most businesses, no, I mean, I would look at an asset basis. The safest defense in most industries is to operate in such a way that you're earning pretty low returns on invested capital. Having it makes sense that it would always be better to buy you than to open something else competing with you is helpful.

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