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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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Are We Overpaying?

I mean, that's why you would say that if this was all from organic That would be great But I mean, how would you zero in on trying to judge their past acquisitions and try to get comfortable with Uh, you know any potential future acquisitions they would make? There's not a lot more you could do um The the issue for bringing that up is also price honestly because these aren't value type prices even if we go by things like eva down.

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