Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Focused Compounding
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Analyzing Market Power and Profitability Through Acquisitions
This chapter explores the recent financial performance of a company actively acquiring businesses, emphasizing its market power and increased profitability. It also debates optimal cash flow usage, including share buybacks versus special dividends, alongside the company's asset growth over the last decade.
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