Last week, I recorded my first Podcast ever with The Investor’s Podcast. The topic of our conversation? The Art of Quality Investing. You can listen to our conversation for free.
I like the overview you prepared for Amazon! What's the one metric you like the most?
I don't think there is a one-size-fits-all metric.
In general, I think the ROIC is one of the most important metrics though.
I like ROIC as well. Overall I like companies with proven record of growth at highly attractive margins
Absolutely!
1. Buy wonderful companies
2. Led by outstanding managers
3. Trading at fair valuation levels
I like the overview you prepared for Amazon! What's the one metric you like the most?
I don't think there is a one-size-fits-all metric.
In general, I think the ROIC is one of the most important metrics though.
I like ROIC as well. Overall I like companies with proven record of growth at highly attractive margins
Absolutely!
1. Buy wonderful companies
2. Led by outstanding managers
3. Trading at fair valuation levels