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clock Created with Sketch. 06/05/17
11:09
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Great points in the two comments above. I'm attracted to cash flow positive businesses in unattractive sectors. A lesson I learned from the great P Lynch's books. The idiots in the big financial institutions ignore them, no-one wants to compete with them (cleaning meth labs anyone?), and if management is personally invested in spades, chances are better than not that you've found a winner.
Originally posted by Investie
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All good points..
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