Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Focused Compounding
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I Has a Lot of Cash Relative to Marca.
It has really no assets i'm to speak of. If you look the actual invested capital in the business is basically nill. I has a lot of cash relative to marca. Just looking at this from like a top down view, i mean, low bata, low share turnover, lots of cash. Yet, total lias s one point eight million.
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