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

Focused Compounding

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How Much Inventory Should You Carry?

I was out of walmart before they came out with their earnings, and was horrified by the inventory situation. They had things stocked really badly, where stuff was like they had filled up an entire area that customers could actually reach. It's hard for all of them. Some of it is, we talk about the trade os between ity and efficiency. And allow times, companies focus on efficiency in the current period - but that can be risky.

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