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

Focused Compounding

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Home Service Business Model

I don'twato be too critical about the organization. I think i like the business model, the industry. There's possibility for better performance than what we've seen so far. Would you ever look at this and take the biot offer for home sir, of whatever was like two tibes and baco maybe front door, at one and a half times or one point three times price,. s sales is looking a little bit cheap.

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