
EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
Focused Compounding
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A Good Place to Learn About the Industry, a S One.
i think lime is a better business than gold or oil because it's going to be less likely to be traded globally. Even with cement and lime, am i would much prefer owning a plant in the middle of the country rather than near a port. A good place to learn about industries, a s one. You don't hear alot of people talking about that, but typically in s ones, they really try to describe the industry,. Talk about the industry, the competitor, stuff like that.
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