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Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Focused Compounding

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United Natural Foods, Inc.

United natural foods largest and low margin grocery slash other distributor temporarily suffering on income because of inventory slash contracts. Without using large amounts of debt, I don't think that you create economic value in this industry. The median result is like a 6% return on best of capital. But if the margins improve and stuff, people could like this business. It's something you could write up for Value Investors Club.

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