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Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

Focused Compounding

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The Return Equity Numbers Look Like It's Pretty Not Expensive

When i brought this to you a couple of years ago. I figaured, just from the business model, wit something that i thought you would be interested in. And i think last time it was the leverage. We're like, the return equity numbers, it looks like it's pretty not expensive. A would need to learn more about the business model,. It's almost ll alsman demand s railway ties in and uspall's obviously neither one is new demand.

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