
EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist
Focused Compounding
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Is It Above Average Industry to Be in Long Term?
Price, take capital. Intensity of industry is probably the biggest factor. Biggest warning: You you want to be very cautious about highly cyclical industries that have to have very high net tangible assets versus profits they could generate from that. There's not a lot of good to great businesses. And some of the ones that might have gone from good, uh, to great then would have problems after that and whatever.
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