Resting on Margins: Why Today's Profits Aren't Enough
Update: 2025-09-12
Description
Don't be fooled by today's profits! This episode reveals why seemingly successful companies like Vulcan Materials, Universal Health Services, and even Cisco might be dangerous long-term investments. Learn how stagnant growth, shrinking cash flow, and reliance on old strategies can sink a stock, and discover the high-growth alternatives like Nvidia and Exlservice that are winning over investors.
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