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Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

Focused Compounding

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Is There Anything Like Low Margin Variability in Overturn Investment a Capital Numbers?

The most important thing is low asset growth, a high aset growth. Things like marginsa, that's going to matter. The best returns in terms of earnings per share would be c s i and jack henry. Market share probably matters more if you're producing a commodity product against each other with no lasting relationships.

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