Inflection Investing
Great post, thanks for sharing, Kevin! 😎
Thank-you!
Thanks for sharing this. Taking this instruction, what do you think about #GRAB.
Grab Holding
Never looked at it before. I'll add it to my list
Three years of improving ROIC plus fresh profitability created the perfect storm for Medpace. DocuSign's current setup looks eerily familiar.
BEDANKT . Extra informatie - brain trainer
Inflection points >>
Improving ROIC and starting with low valuations can be fantastic. There is a Mauboussin paper on this as I remember.
You're right. It contains a table. Companies at high roic tend to stay there. Companies that go from low to high are more rare but deliver higher returns.
They are! But they also search for what normalized looks like, by removing one-off items
Great post, thanks for sharing, Kevin! 😎
Thank-you!
Thanks for sharing this. Taking this instruction, what do you think about #GRAB.
Grab Holding
Never looked at it before. I'll add it to my list
Three years of improving ROIC plus fresh profitability created the perfect storm for Medpace. DocuSign's current setup looks eerily familiar.
BEDANKT . Extra informatie - brain trainer
Inflection points >>
Improving ROIC and starting with low valuations can be fantastic. There is a Mauboussin paper on this as I remember.
You're right. It contains a table. Companies at high roic tend to stay there. Companies that go from low to high are more rare but deliver higher returns.
They are! But they also search for what normalized looks like, by removing one-off items