#33 - The Relationship of ROIC, Growth, Yield and Margin of Safety
- Author
- Daniel Lee
- Published
- Mon 22 Jun 2020
- Episode Link
- https://share.transistor.fm/s/ad8f3329
June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR) and trying to look at margin of safety differently. A revelation of how little I know and how I noodle investing concepts.
- Find detailed notes of the episode on omdventures.com/omddaily
- Support the podcast by donating at omdventures.com/stakeholder
- Music by icons8.com
