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Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

Focused Compounding

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The Long Term Debt Is Not That Unusual

It sounds to me like the potential investment case you're framing is the time in the businesss lifetime when buffet would be interested, right? So there's going to be last capex in the future, the industry is more settled, a and they could take that extra capex and use it for capital location. It wod be cool to see them buy back more stock, which they historically have not done. According to this, quick, a fast page, no, they haven't bought back stock at all. And they did pay out a lot in dividends. But except durn covid, but financially, yeothers, there's meaningful laverage hereand people should be careful

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