
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
Focused Compounding
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Nathan's Famous Ink
The next company Nathan's famous ink, we talked about this. I believe in 2021 or 2022. If it did get down to 10 times earnings, you'd probably take another look Maybe it also don't know if they can buy any other things in the industry and stuff at this point. They're pretty big Um, it's possible that they could so yeah, if it got cheap enough, maybe. It's very predictable and stuff So it's one that I could see people who like moats and compounders buying into.
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