Hi Tiri, Thank you for your message. Ideally, I want to own companies with a ROIC above 15% and profit margin above 10%. Regarding the gross margin... it depends a bit on the kind of business. They should be higher than peers and more robust. When a company has high and stable gross margin, it indicates that they have pricing power + a sustainable competitive advantage.
Thank you for your message. Ideally, I want to own companies with a ROIC above 15% and profit margin above 10%.
Regarding the gross margin... it depends a bit on the kind of business. They should be higher than peers and more robust. When a company has high and stable gross margin, it indicates that they have pricing power + a sustainable competitive advantage.
Hi Tiri,
Thank you for your message. Ideally, I want to own companies with a ROIC above 15% and profit margin above 10%.
Regarding the gross margin... it depends a bit on the kind of business. They should be higher than peers and more robust. When a company has high and stable gross margin, it indicates that they have pricing power + a sustainable competitive advantage.