Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Focused Compounding
00:00
How Much Is Too Much?
The company has no history of paricar strong bit that i can see, going back to the early two thousands. The enterprise value selling us is only three a billion. So if you can keep at least half of whatever they've gained here, then it might be a cheap stock. But you have to probably keep at leasthalf of the bump of whatever that is.
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