10 Comments

this is excellent article; is there any websites apart from bloomberg terminal to source these metrics particularly ROCE? thanks

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stratosphere.io does

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Hi CQ, good to see you, excellent info as usual thanks.

Cheers Kev

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Awesome!

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Thanks for the sharing. Where do you get the "Expected yearly FCF Growth (3 yr): 17.4%" on Morningstar? I tried to find it but didn't succeeded. I only got earnings and EPS 3-year growth?

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These are numbers from Bloomberg. I'm afraid you can't find these data on Morningstar if you don't have a paying subscription.

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Thanks for the good work!

Is the numbering ( 1 -> 20) also a ranking that is 1 is better than 20 ?

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No it isn't ranked from 1 to 20. Those are just 20 good ideas / names in my opinion.

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Nice one. Thx.

But what kind of CAGR are you talking about?

Price CAGR

Total Return CAGR

Revenue CAGR

Net Income CAGR

EPS CAGR

FCF CAGR

Thx and best wishes

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Thank you! It's the total return CAGR (stock price appreciation + dividends).

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