
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
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The Walmar Throgh Year Average
Walmar has the highest cashfrom operations, and the they had some of the lowest. So you took it throgh year average. You'd barely noticed this the last three years. If we now take the average of coveo. Now, it's actually pretty close to what they are doing before cove. It's just that they had a record year, record great year, and a record terrible year at the same time. And ten this is unprecedented, like inventory thing and all that, that you'd never see with the chemical thing we're looking at.
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