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Damien Parker's avatar

When considering ‘Is it better than what you’ve already invested in’ must you not have a fact sheet of KPI’s which the potential new biz must equal or exceed?

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Damien Parker's avatar

Excellent article as usual Kevin. Never thought about the virtues of being a Zebra, but there you go. One suggestion for your quick analysis - think like a pilot - what are the three key gauges to monitor when testing the worthiness of the potential investment. For mine they are ROE or ROCE, Net debt/ equity and a squizz over the history of eps growth ( as a proxy to determine the quality of management). Interested in others thoughts on this.

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