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Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Yet Another Value Podcast

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Efficiency and Challenges in Propane Tank Transportation

The chapter explores the efficiency of transporting propane in larger tanks on trucks, advancements in truck technology and regulations, challenges of relocating propane tanks for drilling sites, and varying tanks used by different retailers. It delves into transportation logistics, locational considerations of industrial tanks, shipping costs, and safety concerns, especially for industries like cement manufacturers and oil wells. The discussion also covers the fate of old tanks in the scrap market, TerraVest's model for reducing steel costs, strategic advantages of direct procurement, and labor cost analysis post-acquisition by a company.

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