Every investor uses the price-to-earnings ratio.
Hi Kevin
one more comment, should have seen that before:
The last row of the table in section "ROIIC versus NOPAT growth" (the one directly before takeway 8) should probably read "LOW NOPAT growth, HIGH spread" instead of "LOW NOPAT growth, LOW spread"
Thanks for noticing!
Hi Kevin,
a very interesting article.
Could you share the reference to the Mauboussin study that you refer to between Takeaways 8 and 10?
- if you have it ready at hand that is
Thank you very much in advance
I think it's this one
https://drive.google.com/file/d/1YXEku4g5QyRJQjOYgn9KKOJNwQtXWRiG/view?usp=drive_link
Yes that's the one. Thank you very much, that saves me some time.
Hi Kevin
one more comment, should have seen that before:
The last row of the table in section "ROIIC versus NOPAT growth" (the one directly before takeway 8) should probably read "LOW NOPAT growth, HIGH spread" instead of "LOW NOPAT growth, LOW spread"
Thanks for noticing!
Hi Kevin,
a very interesting article.
Could you share the reference to the Mauboussin study that you refer to between Takeaways 8 and 10?
- if you have it ready at hand that is
Thank you very much in advance
I think it's this one
https://drive.google.com/file/d/1YXEku4g5QyRJQjOYgn9KKOJNwQtXWRiG/view?usp=drive_link
Yes that's the one. Thank you very much, that saves me some time.