Ep 444. Rising Margins: Continuation or Reversion to the Mean?
Focused Compounding
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Deliberating on Monarch Cement's Valuation and Margins
Exploring the valuation of Monarch Cement, the chapter debates on the rationale behind investing in the stock at current record margins, emphasizing the significance of long-term profitability and potential future margins amidst discussions on inflation impact and industry dynamics.
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