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clock Created with Sketch. 31/07/23
18:45
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Originally posted by joewolf:
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The reality for me investing in KOV is simple a well run business that will keep delivering. It probbaly wont shoot the lights out but can give a great return over many years I suspect. However for me it has to just keep innovating in a small way - Robotics - I reckon can improve returns. Reduce labour and do a good job - In fact expensive machinery which reduces costs is the way to go. Fixed input cost and builds its own barrier to entry. Had a stake in a niche welding company which made retail shelving - Great business and got better as we took out the labour cost per unit.
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Yes, Madamswer's analyses are always worth a careful read.
(20min delay)