
EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
Focused Compounding
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Private Equity - Village Supermarket vs Cosco?
Village has been family controlled for, uess, 90 years. It is very profitable that the stores, but just no growth. Oijust i'm going to go over a stock on august 30th and ask people what they want to do with their stocks. I don't even mean leverages up. I just mean, you've piled up a lot of cash. They do pay dividends. But there's nowhere near enough rotiterta m the cash that they've had overtime.
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