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Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Focused Compounding

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How to Buy a Stock at a Low Margin

I don't think this is a business you want to be in for the very long run. But it is something that if you buy something on such low margins, you can often get a better result. So I kind of like their customers better than them, to some extent. If they get any sort of hiccup, you know, because of how low the margin is and everything, any sort of thing that improves the margin, it'll work out. You could definitely see this thing going up just because of that.

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