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Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Yet Another Value Podcast

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Exploring Compound Investing in Storage Tank Manufacturing Industry

The chapter dives into the world of compound investing with a focus on a company manufacturing storage tanks for propane. It reveals the success of a billion-dollar roll-up strategy in this seemingly straightforward industry, emphasizing the advantages of bulk discounts on steel costs and quick delivery times. The discussion also analyzes the logistical and financial challenges faced by small businesses in the oil and gas sector, shedding light on the importance of specific equipment and efficient operations despite the significant costs involved.

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