
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
Focused Compounding
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The Return Margins of a Private Label Company
The company is like Processes meet as a dedicated supplier so you're building a plant With a customer it's similar to like ball or something like that. You build a plant and one customer takes it in some of the earlier years For health in or if you have a few smaller customers if you take the capacity And you produce all the meat for them. The result's been good for a long time But you see obviously that returns have declined over time.
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