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Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Focused Compounding

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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.

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