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Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

Focused Compounding

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Are There Any Other Vital Signs?

Am is a company that i like the business model, um, i like the company fine. Their market position mine. But given that you had eight to nine % growth with no profit growth in a period, that wasn't particularly u hard or unusual. Am it actualy as a somewhat good period for some real estate stuff, which is one of their channels. And yet, there was not some big, huge pick up in terms of the revenue that were seen,. right? In terms of the profitability, all that stuff. You know, am, we do have a big jump in margins. It's worth mentioning that margins increese a lot. Ad nelik with scale, um

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