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Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

Focused Compounding

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How to Track Your Company's Progress

I would say there's things that we track, but it's more so like what Jeff had said. You're just looking for signal, right? If you own a company that has a few key locations, it's okay, I think, to track what's going on at those locations. But in normal times, if it was too high a rate, then I'd be worried about it even if earnings were going on. So sometimes you focus on things that I guess maybe other people wouldn't worry as much about, but that concerns me,.

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