return on equity
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2024 by Alex Taussig · across every show →
Everything said about return on equity, oldest first
Feb 12, 2024 positive
Taussig: Return on capital deployed compounds businesses better than margin metrics
“What's your return on equity? Like what is your, when you make a hundred million dollars in investment, you know, in the coming year, well, what do we expect the return on that hundred million dollars to be over the ensuing five years? And that's a hard thing …”