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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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What's Your Recent Year for Cash Flow From Operations?

Let's look at the balance sheet to see how much of it is intangible. So there must be quite a bit of intangibles there 30 percent return tangible capital 10 your average Right Yeah, so where does it list our intangibles down there? Um Yeah, how big is the intangible item? 174 million and then you have good. Well 176 million sheets. Let's say that um Virtual turns on invested capital on tangible is like 30 percent or something, right? He said that virtual turns on investedCapital on tangible islike 30 percent orSomething Like that. Sounds like they went through, um, a merger or they acquired somebody Something like that. Maybe it's a look a lot

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