precision instruments

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 26, 2021 by Brian Bares · across every show →

Everything said about precision instruments, oldest first

Apr 26, 2021 positive
Insight
Software and precision instruments consistently out-earn their cost of capital
“Precision instruments, information services, software, these are industries where most participants out earn their cost of capital over extended periods, because there is something about the business, the industry itself that just allows for exceptional return…”
Brian Bares Apr 26, 2021 ▶ 25:10 Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
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