
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
Focused Compounding
00:00
Health Carriers
Capbaxis has about 20 million in free cash foll each year for the last three years or something. So they all that cash and stuff is obviously excess yuo surplus cash. But on top of that, they have obviously a payment cycle where they're m a very quick payer relative to how long they're allowing people to wait before being paid by them. I would just say, everything about the comn looks good. It's just that price doesn't look good. And i think we're sore to see that quick.
Transcript
Play full episode