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27min chapter
TIP585: Concentrated Value Investing w/ Shree Viswanathan
We Study Billionaires - The Investor’s Podcast Network
The Value Proposition and Impact of Inflation
This chapter discusses the value proposition of a grocery store chain and how inflation might impact their returns on capital over time. The speaker mentions the store's low prices, convenient locations, and good product selection. They also discuss the impact of inflation on consumer purchasing power and the potential effects on higher-end grocers.
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