what a tirade, page-17

Hi all, deduction as someone else mentioned. Not golf or the other bits. I made the call yesterday darcy. Check out Joe magyers other calls , he likes high margin , high operating leverage companies with a competetive advantage...I think he made a call on amazon previously..
Arigolds analysis is very good and is a good read. People look at this as expensive now, but look at it's earnings certainty and potential. Buffet type company...moat, great cash flow, excellent roce.
Read roerocs post , he sums it up well and I rate him highly on this forum.