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Tag: roic

Good Businesses Tend To Stay Good

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on January 24, 2018 I have a counter-intuitive argument that scale can create problems. Why do I say this? Anecdotally, we know that you cannot choose which stock to invest in based purely on the size of the company. We know that investing is not that easy. But can we prove…

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