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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Focused Compounding

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What's the Cash Flow in a Recession?

Staffing companies you get a recession and they get smoked Evie to sales 1.1 10 your media margins 10% Kind of surprise. I feel like most staffing companies have higher margins typically But gross margins. I mean cost plus right good stable gross margins Thoughts on I mean you'd probably never invest in a staffing company, right recruiting company Yeah, I think they're hard to understand you look They're pretty good businesses because they don't really have assets and then you have this cyclicality to it You buy them the right time it works out amazingly what you'll see on the chart is that in Goodish times are even just slightly expanding economy. In the last two recessions with us

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