Focused Compounding cover image

Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app