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Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

Focused Compounding

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The Negative Side of Operating Leverage

The company was growing more than 15 % a year pretty consistently for five years before that, obviously, if your margin is expected to double, eh, not double. I don't know that there's a lot o operating leverage in this rait now,. But i do find them interesting as businesses compared to some of the stuff that we talk about just because they're offering something so clearly of interest.

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