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3min chapter
It Doesn't Matter Until It Matters
The Compound and Friends
How to Find a Tail Wind in a Business
Peter: I try to find businesses that have a tail wind. Like running blooming dales is a tough business, but then being in that industry makes it even more difficult. You can buy chewe you can by pecco and i looked at the two and you know, che he's just really on line. Then i think another way that i like to invest as is more cyclical plays, like the commodity space,. Isn where i ow the train out of tese very closely.
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