1) Still the best thinking I have ever read on inflation from the perspective of an equity investor.
— Gavin Baker (@GavinSBaker) January 23, 2021
Interesting to think about this in the context of some of today's co's that have minimal tangible assets, relatively few employees and high ROICs...https://t.co/qujW7QEP9S
from Twitter https://twitter.com/GavinSBaker
January 23, 2021 at 10:30AM
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