Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Focused Compounding
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Granger vs Vassina Industrial Direct
The lowest margins you're ever going to see are like someone who just distributes cigarettes, or maybe a drug distributor. Granger keeps a lot of stuff basically in stock, and so it has returns on that kind of thing. They don't actually hold on to inventory for any real length of time. These stocks trade a little weirdly. They trade very much based on em economic expectations.
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