
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
Focused Compounding
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The Effect of Gross Margin Variation on Operating Margin
I think I would worry a lot about the capital allocation here and focus on management and capital allocation from what I'm seeing. Free cash flow is not grown tremendously well. And free cash flow conversion though is pretty good. It's 48 million in 2013, 51 million today. So considering that you're also quiet, that you're in an industry there in like, let's say they're in Boston or somewhere around there. That means as Charles River. But we could guess that they you could easily see things I've seen companies like this in the UK, for instance, that give a lot of stock away to their shareholders. Maybe. They have basically been able over the 10 years to offset
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