
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
Focused Compounding
00:00
How to Enjoy NREA
The NREA group is currently turning at 10 times earnings, even for cashflow 13 and a half times. Jeff has written about this several years ago, he had concerns about the expansion into France. They seem to have a solid capital allocation policy. Return of S a capital has come down somewhat, but is still solid.
Transcript
Play full episode