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Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Yet Another Value Podcast

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Strategic Management and Valuation in Industrial Roll-Up Compounder Industry

The chapter explores the strategic focus on cash allocation, acquisitions, and management structure within the industrial roll-up compounder industry. It delves into the significance of a large number associated with a assumed 15% annual compound rate for a company's stock, discussing its impact on executive wealth and alignment of incentives. The conversation also delves into valuation, sustainable growth models through acquisitions, and the importance of investing in strong management teams for long-term success.

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