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James Davolos: The Best Businesses To Own During Inflation
Value Hive Podcast
The Importance of Low-Margin Businesses
Everybody has this affinity for high margin businesses and one of the things that i which i agree with is over time it's not just inflation area of everyday prices it's inflation area of costs of good sold. A lot of those expense line items on software companies income statements can sustain durable profits because they're doing something along like cost goes a great example they've got low margins but they've done it for a long time um so finding those companies that can operate successfully at lower margins will be interesting.
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