OMD DAILY
OMD DAILY
Daniel Lee
#33 - The Relationship of ROIC, Growth, Yield and Margin of Safety
25 minutes Posted Jun 22, 2020 at 3:00 pm.
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June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR) and trying to look at margin of safety differently. A revelation of how little I know and how I noodle investing concepts.