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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 Getting a Good Return on Investment?

Am, i like it a lot. I think that the customer actually, in some cases, is getting peace of mind for a fairly good price. Am has higher share toobern stuff than what we're used to. Ands a bit baker, but not huge. Two billion market cap, two point four billion. Ev, if i was looking for companies in a couple of billion dollar range, it's def le something i would look at. Um, can you look at the, let's see the hold on if you go alittle bit higher? Want see how that's progressed since, yes, calls tha, right?

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