EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
Focused Compounding
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Is Balsan Law Trying to Spin Off Its Contact Business?
Balsian law is spinning off its a i care unit from its straight farma unit. The contact business, frames and lens, is a lot better than the contact business. For it, there's much more incentive to try to save money and stuff on on contacts.
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