Focused Compounding EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
Sep 17, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Do You Know What's Going on With Dollar General?
01:56 • 2min
High Gross Margin, High Operating Margin
03:54 • 3min
What's the Market Cap on This One?
06:44 • 4min
How Much Change Is in Working Capital?
11:09 • 2min
A TV
12:56 • 3min
What Is the Problem With Quickafus?
15:35 • 2min
What's the Lowest Gross Profit Margin?
17:20 • 2min
Silver Tar Equities E.
19:05 • 2min
How Much Stock Did They Buy Back?
20:43 • 2min
Is It a Village Supermarket?
23:04 • 2min
How to Calculate Return on Invested Capital?
24:40 • 2min
Private Equity - Village Supermarket vs Cosco?
26:48 • 5min