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Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

The Acquirers Podcast

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The Pros and Cons of Minimum Efficiency Scale

Heineken and Sam are much closer to I think the things that Jake are talking about. And my perception of ABM bev is that it's not nearly as close. So productivity between India and China, the Delta is even more pronounced. Between 90th percentile firms and 10th percentile, five to one differences.

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