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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

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The Future of VTS

Market cap was 228 million in uh 2013 by the way, and now it's 3.1 billion. Return on equity gross margins have largely stayed the same Uh, but even a margin have basically doubled going from 22 and a half percent to to high 40s operating margin went from 16 percent to 40s Um, that's a good tell right that there's a solid business there if you have pretty high stable gross margins, right? And then maybe so they could change on the operating side Yeah, so they always have very high gross returns on capital um. They refresh it with more things coming out more often which drives higher sales for them when they do that.

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