
Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators
Focused Compounding
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The Dangers of High Asset Businesses
It can be better if you have high cash flow and stuff for investing in a company where they're say food and beverage and tobacco and consumer package, good stuff. But some things will last a really long time and other things won't. So to some extent, you have to foresee what issues there could be. It depends because sometimes high asset businesses at least take up a lot of the cash flow.
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