Focused Compounding cover image

Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Focused Compounding

00:00

The 10 Baggers Over 10 Years in Total Return

A lot of these companies that made this list, they're more cyclical in nature than I would have expected. And the multiples that trade at were higher than most of them were higher than the market. Margin expansion is a very big part of it. But if you take out multiple expansion, margin expansion are really big ones.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app