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Ep 353. Revisiting Geoff’s Singular Diligence Writeups

Focused Compounding

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What Attracts You to Carmar?

Carmar has gone from two thousand 13 million shares outstanding ten million and out, seven million. Not paying dividends and just buying back stock is extremely rare. They've talked about securitising. That's something that they might do. Ande o about being more sales or anted. Those are two things that kind of worry me a little bit,. compared to what their model was in the past.

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