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Expert: Wayne Jones - Low activity investing

Equity Mates Investing Podcast

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How Do You Find Long-Term Compounders?

You can't screen for sustainable competitive advantage or ability to reinvest earnings over time. I'm looking at one of the biggest things I look for is profit margins. LaBissah has 80% gross profit margins and PWR makes cooling systems for Formula One cars. Domino's Pizza, everything they've done for the last 10 years through the apps and the artificial intelligence is all about speeding up a process when you buy a pizza.

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