In my last post I said that if a business’s ROIC has been, or is, greater than my discount rate, I think the business is likely to be viable. I also said it means that any growth by the business is likely to be profitable for me. In this post I am going to explain [...]
Archive for the ‘Earnings Growth and Profitability’ Category
How a business’s ROIC tells me if its earnings growth will be profitable
Posted in Earnings Growth and Profitability on February 23, 2010 | 4 Comments »
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- Asset Allocation
- Competitive Advantage – 1
- Competitive Advantage – 2
- Competitive Advantage – 3
- Controlling emotions
- Customer Captivity
- Earnings Growth and Profitability
- Economies of Scale
- Falsifying scenario’s
- Group Decision Making
- Ignoring market moves
- My Circle of Competence
- My Discount Rate
- My Quantitative Valuation Model – 1
- My Quantitative Valuation Model – 2
- Normalising Earnings
- ROIC and Competitive Advantage
- ROIC versus ROE
- Talking to Management
- Technology and Competition
- The Basics – Part 1
- The Basics – Part 2
- The Basics – Part 3
- Valuing using scenarios
- When to Sell
- Will the business survive?
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