return on equity

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Aug 14, 2017 by Richard Lawrence · across every show →

Everything said about return on equity, oldest first

Aug 14, 2017 negative

Insight

Companies growing at 30% with 10% ROE will inevitably dilute shareholders

“Because the guy growing at 30% with a 10% return on equity, you just haven't figured out he's going to dilute you because he can't fund it, right?”

Richard Lawrence Aug 14, 2017 ▶ 23:19 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

Mar 25, 2024 negative

Insight

Masters: Unsecured lending alone cannot generate acceptable return on equity

“If a client is very concentrated in a single product line and that being unsecured lending, for example, very hard to achieve the return on equity that is appropriate To not destroy shareholder value at a bank. And that was true then. And it's true multiple fo…”

Blythe Masters Mar 25, 2024 ▶ 20:26 Blythe Masters - Fintech Innovation at Motive Partners (EP.376)

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return on equity

Everything said about return on equity, oldest first

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