
Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
Focused Compounding
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CCF Chase Corporation
CCF chase corporation family business for three generations individuals and insiders own 13 percent Of a 900 million dollar market cap business 30 percent return on tangible capital 10 year average Fox 30 percent median 10 year gross margin And 16 percent free cash flow price 10 to 12 times free cash flow. Pro forma for the recent acquisition stock is flat Flash down over the last five years while revenue free cash flow grew their annual reports have a lot of reference to passing costs in inflation to consumers If you looked at this business before it always shows up on the screens as like a high quality business price of sales 2.6 times 10 year keg around revenue eight time or eight percent Um, looked pretty high quality if you
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