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Getting An Edge With Customer Based Valuation
In several posts (Semrush (SEMR): Recasting Expenses As Intangible Assets For ROIC (2/3), for example), I have discussed companies that invest in growth mostly through intangible investment through the income statement (e.g., S&M, G&A, R&D) rather than capital expenditures, and I have highlighted how these investments are incorrectly categorized as expenses under GAAP. If adjustments…
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Semrush (SEMR): Recasting Expenses As Intangible Assets For ROIC (2/3)
Learn about recasting intangible assets for ROIC in our second piece on SEMRush. We use a GAAP income statement to solve for ROIC and more!
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Recasting Expenses As Intangible Assets For ROIC
Explore the topic of recasting expenses as intangible assets for the purposes of ROIC, including how the GAAP approach to expenses falls short.
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Goodwill Accounting & Acquired Intangibles
Build knowledge on accounting goodwill, acquired intangibles, and the world of intangible assets as we calculate ROI with and without GIAA.
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Accounting for Intangibles
Accounting for intangibles means grasping net asset value, the GAAP IFRS accounting distinction, and more. Get ready to talk balance sheets!
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Intangible Assets Basics
To understand the basics of intangible assets, we consider intellectual property, intangible asset categories, the patent trademark office, and more.
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ROIC Calculations: Tricky Line-Items
Running through ROIC calculations and ROIC analysis? Get professional tips on tricky line items that may come up with specific companies.
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What We Have So Far on Return On Invested Capital
This is the fourth part of an in-depth ROIC series. We consider absolute and relative ROIC and the rate and quality of earnings for capital providers.
Return on Capital and Stock Picking
GAAP & IFRS
Companies
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