Roe
topic on 2 shows · 3 statements across 3 episodes
3 statements about Roe, every show
Miah: All Africa Partners' portfolio generates a 33% ROE at an 8x P/E
“In terms of the portfolio, so our 10 stock portfolio, the current ROE is 33%. Into the dividend yield, we're talking about eight, nine percent dividend yield... And in terms of, again, valuations, the PE of the portfolio is today at eight, nine times PE.”
Stebbings: Ro raised over $870M at a $5B valuation
“To date, Roe has raised over eight hundred and seventy million dollars, with a last reported valuation of five billion dollars”
O'Shaughnessy: High quality metrics do not generate excess returns; low quality destroys them
“In the quantitative sense, high ROEs or gross profitability or whatever your measure of quality is really isn't indicative of strong future excess returns. What's really useful about quality is that very bad quality, so really over levered balance sheets, comp…”