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Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

Focused Compounding

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Are You Capable of Growing Faster?

i don't love the revenue growth that we're seein the last four years, for instance. I mean, are you really capable growing eight % a year? Because when you were growing at that rate, your margin has been contracting. If your margins are contracting, couldn't you grow faster if you wre accepting lower margins then what you're doing? So i guess that, i don't know all the reasons for that. It would be interesting to look at that and to figure out what managements explanations for that are.

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