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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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Is This a Microcap?

This is pretty classic example of the kinds of good quality small businesses That as they grow bigger don't really become a lot of higher quality or anything like that But they just get a lot of recognition that they lacked in the beginning. This one, you know was growing at a rate where it could more than double the business every 10 years. And if you keep doing that for a while then um that gets recognized and that gets rewarded with a much higher PE ratio and everything Um, this one's been public for a long time. I would assume right is this on the american? Do you remember? uh, I think it was Let's see Yeah, um Yeah, um, so does

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