cash flow conversion ratio

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 11, 2019 by Tom Russo · across every show →

Everything said about cash flow conversion ratio, oldest first

Mar 11, 2019 bearish
Opinion
Russo: The ideal cash flow conversion ratio for compounding businesses is zero
“You can imagine from my perspective, my ideal cash flow conversion ratio is zero. That means that we have a button. And at some level, Google stands out on that. They have zero because they have the ability to plow all that money back into moonshots. Unfortuna…”
Tom Russo Mar 11, 2019 ▶ 33:54 Thomas Russo – All About Google (Capital Allocators, EP.90)
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