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Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

Focused Compounding

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Is There a Danger of Using Forward PE Growth?

Cisco was once viewed as a growth stock. After the dot com boom, it was not a growth stock anymore. Investors are usually not very good at deciding what companies are going to grow at what rates like over the next five years or something. It's also that they have a difficult time identifying growth as opposed to value.

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