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Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

Focused Compounding

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Is Your Company a Good Business?

Geoffrey: A lot of times, looking at the industry is helpful in figuring out. Strong gross margins. And then there's a ton of room, ah, from like an operating pense perspective, to fix. Sometimes, though, it's hard to value, because we talked about dandy. What's the difference between owat tandy and agame workshop? It's very a lot of people would say, well, the market is so small. But if you really believe the niche can't get very big, then you don't have an idea that the business performance will be successful.

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