A Framework for Long-Term Profitable Growth Investing
Investing is a journey that requires a careful blend of financial knowledge, psychological awareness, and a long-term perspective. This essay presents a
Category: Capital Allocation
Optimal capital allocation is the CEO’s number one job.
The Dynamics of ROE and Revenue: Identifying Great Compounders
In the quest for exceptional investments, one metric stands out as both a guiding light and a rigorous filter: Return on Equity
Disruptive Innovation and the Return on Capital Imperative
This post explores the Late Harvard business professor Clayton Christensen work on disruptive innovation (The Innovator’s Dilemma: When new technologies cause great
Share Buybacks, Dividends and Optimal Capital Allocation
A company repurchasing its own shares may suggest that it is no longer able to reinvest its excess cash at high rates