How Cyclical Is Your Supply Chain?

Girdley: How cyclical is a business like this over kind of long macro cycles depends on your customers. He says it's good to diversify if you have a choice, which is why you don't want to be in a geography that's all producing one thing. Girdley looks at two potential buyers for the same type of company he just bought. The second buyer has been around since 19 99 and they've got some lindy going on there as well.

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