Rising Margins: Continuation or Reversion to the Mean?

00:00 Intro
00:51 Mean reversion in margins - or normalized going forward? $MCEM
03:06 Margins when inflation is high
05:45 Porter's Forces
09:32 Industry Margins
13:40 Substitutions
16:50 Private market value
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[@mikebartlett723]

It's very cool you guys have a made a living from value investing. I wish I'd picked up the Intelligent Investor at 17 and not 27

[@callummatchett8937]

Don't worry, you still have at least 60 years of compounding ahead of you at 27 ;)

[@mikebartlett723]

@@callummatchett8937 Not quite I'm 43 now haha