
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Focused Compounding
00:00
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?
Transcript
Play full episode