Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
Focused Compounding
00:00
Charles River Labs, Life Sciences, $10.6 Billion Market Cap
Charles River laboratories, life sciences, $10.6 billion market cap. PE 21 times, even to sales 3.2 times, 10-year median margins on EBIT, 14.7%, Kager in revenue spent 13% assets, 17% free cash flow, 6.3%. Jeff: If we only had the numbers and didn't know what this company did, it looks like a branded food company actually, which it's not at all.
Transcript
Play full episode
