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EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

Focused Compounding

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I'd Like to See Revenue Increase, Gross Profit Increase, Operating Profit Increase a Little Bit

philip morris, hundred 61 billion dollar market cap. Ep of hundred 82 billion ebity sales,. six times ten umet margins, forty %. Look at the stability of those gross margins. Just looking at it from a quantitative point of view. Very, has not a lot of variante at all. No, very, very little variance. Quantitatively, this would deftinily look like the kind of thing that we'd be interested in.

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