Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
00:00
Gross Margin in the Last Ten Years
The company has more than doubled its profitability, on an operating business, operating basis, in the last ten years. The product economics here seem to be poor, and the scale seems to be good. So it seems like a volume driven business, just from looking at the financials that we see there, be economiclly sensitive. And so that's something to investigate.
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