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Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Focused Compounding

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COVID: A Negative Working Capital Stuff

Since COVID, it hasn't increased at all. The operating margins? Well, that's a very good question. Usually these things get better with scale. My guess is weak real growth since then. It can't have gained market share and stuff, but its clusters may have lost market share probably did during COVID. That would be my guess.

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