
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
Focused Compounding
 00:00 
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.
 Play episode from 26:34 
 Transcript 


