3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP346: Masterclass in Valuation w/ Chris Bloomstran

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Decline of Profitability in the Manufacturing Service Retail Group

The return on equity of that group has declined over the last 15, 16, 17 years. What's tough is a lot of these businesses are very mature and don't have opportunity set to retain capital and grow. There are some subsidiaries there that coming out of the COVID that they're going to look at and perhaps start to either close or sell off.

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