The Compounding Tortoise (@thecompoundingtortoise): "Talked about drawdowns in $AZO stock and remarkable volatility in valuation. It’s been a great yet tough buy-and-hold name for 99% of all investors…"

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Talked about drawdowns in $AZO stock and remarkable volatility in valuation. It’s been a great yet tough buy-and-hold name for 99% of all investors…

The Compounding Tortoise

Plan to do a fully updated write-up with more insights later this year. The cash flow dynamics from owning more properties directly (more CAPEX) highlight the rational view on prioritizing strong IRR projects.

thecompoundingtortoise.substack.com/p/deep-dive…

Apr 6

3:13 PM

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