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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Focused Compounding

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The Return I Invested Capital Isn't That Crazy, Right?

The return I invested capital that you have there isn't that crazy it looks to me a lot like so this is basically It's basically like propane distribution stuff. Yeah How do you get any sort of predictability of this company because I look at the gross margins and operating margins and to me it looks pretty crazy Mm-hmm. Let's just keep going to a get one William Sonoma. Oh boy I That you'd be interested in? Company offers cooking dining on no, it's not really furniture what it is is Home goods that are particularly like high-end kitchen cutlery things like that much more than pottery barn.

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