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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 History of a Microcap Company

This is like an outsider type company. It's built up from the 90s and has a projection for free cash flow over the next few years. I mean, it's a little debatable how much value this company really creates because you use a fair amount of debt and you convert so little into cash Right Like I was just talking about nacho and everything in that right?

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