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#30 William Thorndike: The Outsiders

Investing by the Books

CHAPTER

How Do You Evaluate the Runway for Growth?

It's easiest to have conviction around organic growth in markets that have markets tht have long term secular growth. And then you want management teams that are lazer beams. So, but the growth pieces, if thats acriticle pice for shar no. That makes us th teseser, three pretty tight filters layered on top of one another.

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