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2min chapter
Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
The Value Shock
The company is growing 25, 30% a year and trading at 20 times price earnings. Lik: There's a lot of interesting companies that learn to trade like el say, low teans multiples on an afford basis. How much can you hold? How much bal can you have? What type of time period? Its, it's a little bit harder than just saying, hey, look at this company growing, growing quickly, at a cheap earnings multiple.
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