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EP 331. How No-Growth Stocks Can Lead to High Investment Returns

Focused Compounding

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What Are Your Thoughts on Micro Caplan Companies?

i always feel like enlarger companies, for the most part, especially at the multiples that we're seeing in the market. If a company buys back all the time, that's interesting. Any pivoting in strategy that's really odd, would be interesting. And i don't care if they're regular dividends or special dividends, just as long as they show a tendenc not to add to debt and continuously add to net cash position.

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