Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Focused Compounding
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How Much Have You Increased Your Sales?
Operating profit has exploded recently, and it's much less stable than the casualfrom operations. They've added a lot to working capital. The manufacture in the cap baks actually some more money went into this business rather than coming out in the form of cash. So they've had a rapid increase in their business, um, with lower gross margins and higher operating margins, and it hasn't yet turned to cash.
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