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EP 313. How to Judge and Research an Industry

Focused Compounding

00:00

The Price to Sales Ratio Is Too High

Am, in many cases it could be because of increase in competition. Other times it's just because the paretic economics are that great. Most companies can't have forty % and, you know, operaty margins and nearly a hundred % retention ratios. Am: When looking at a company, i seem to be a lot like that conmostve like a facebook or something. And they're very good, but they're very rare.

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