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

Focused Compounding

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Home Service Plans

The company's home service plans cover the repair or replacement of principal ats of approximately 20 home systems and appliances. The name that would be familiar to americans watching cable t v, ansted, of like that would be american home shield. One point, five times evy to sales, yes. Tenur metea margins. And the ebit 19 %. I feel like i think they could do better.

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