Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings
Focused Compounding
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Analyzing Cyclical Businesses: Supply vs Demand Driven Cyclicals
This chapter focuses on the analysis of different types of cyclical businesses and their earnings patterns. It discusses the distinctions between supply driven cyclicals and demand driven cyclicals, and explores the specific example of Samaro, highlighting the challenges in determining its true value and the importance of considering the length of the cycle when evaluating such companies.
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