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Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

Focused Compounding

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Is Aisa a Good Dominant Business?

If i had to own one of these companies, i'd probably own copart, not visa. Why am? Because the size of this business is so much smaller. They're taking sort of a percentage that copart is getting is having more show up in his revenue. And then also, copart is trating at like, lower priced to sales, and in ratios like that too. A, ye. Did they ever buy back stock? Ye, they've bogt iny. Ah, yes. But they're basically operating a market place in which they're taking a small percentage of the profit, and it's growing overtime.

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