Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Focused Compounding
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Is It a Us. Stock?
The store has benefited from mutiple expansion, at least since two thousand and 12 an p. They're not working the balance sheet very hard, you know, there's not financial engineering going on here that way. So i think what they're doing is they're just going to pay out as much as they can in dividends and have a pretty neutral cash and det position. But again, it's not a us Stock. It's the store. Good luck to see if that's wha it's been priced at.
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