
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
Focused Compounding
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What's the Market Cap of a Company?
Anar: The actual cash fow from operations, if you look the last few years, hasn't been that high versus the market cap. And one reason for that may be that there has been a deterioration in business in the last couple of years what it was before. So i guess if you take long term cyclical sorts of assumptions, ah, you get better numbers for this company than more recent ones. I'd mostly be looking at, like how cyclical it is, and how much that drove results in the past, and everything and now.
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