Tobias Carlisle - A Modern Walter Schloss
The Business Brew
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The Importance of Free Cash Flow
I'm increasingly thinking that it's more inevitable than I ever have. There are some situations where yeah it's a big upside but it's really hard to kind of figure you out. Netflix is a closer term sort of you can kind of see what they're doing it's that's visible in the financial statements. But there are a lot of things out there. We really got to see the end state and understand the end state.
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