Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
Focused Compounding
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Dominoes, Houton Joinery and Hilton Food?
dominoes, houton joinery and hilton food are the three companies you're most interested in. Each one has their own issues that make them worth a closer look. You could have a huge decline in terms like earnings or something for purely cyclical reasons. But if we really look at the total volume of the business that it was doing,. we see gains in efficiency and stuff that kept earnings holding up better.
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