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Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

Focused Compounding

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Growth Is Not the Wrong Strategy

jeff: It's easy from the outside looking in to be like, oh, you guys overgrew during the growth there. But i don't think that slimming down with a narrow focus is going to be more profitable. You have to grow as fast as you possibly can, probably to survive at all. Theres also often no opportunity differentiate yourself and s ive.

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