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Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

Focused Compounding

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Is That a Normalized Thing?

The company's earnings were about the same with a 50 % drop in one part of the business, right? But when that speculative boom the first p now, there'll be more. "It's very possible this company will burn cash and never generate profits again," he says. 'If you become the place, it's a winter'

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