Focused Compounding cover image

Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

Focused Compounding

00:00

Is This a Health Care Company?

Current p e about ten times ev to sales, one point five times, tenuur. Medium margins on ebit 15 % a curently traing at evty. Free cash flow of 11 point seven times a gross margins. Looks likea in the ball park of something that you would be interested in. Hasn't really jueond prating marge, very low operating margin.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app