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Return on Capital and Stock Picking

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  • February 1, 2023

    ROIC With and Without GIAA: What’s Good?

    Explore financial concepts around economic profits and invested capital as we uncover the realities of ROIC with GIAA and without it.

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  • January 10, 2023

    What To Love About Economic Goodwill

    When it comes to economic goodwill, there’s a lot to love. Here we explore economic profits, tangible assets, inflation and more as they relate to EG.

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  • January 3, 2023

    Economic Goodwill

    Explore intangible assets, accounting goodwill, and economic goodwill through a case study analysis of Berkshire Holdings and Blue Chip Stamps.

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  • October 12, 2022

    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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  • August 28, 2022

    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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  • June 28, 2022

    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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  • June 25, 2022

    ROIC Thesis Buckets & Meta (META)

    Explore capital productivity and Meta through the lens of return on investment capital (ROIC) thesis buckets. Apply this thinking to any business!

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  • June 22, 2022

    Meta (META): Return On Invested Capital

    Using Meta as a case study, we look at return on invested capital. Here are some things to consider when calculating ROI for a stock.

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  • June 19, 2022

    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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  • June 17, 2022

    ROIC: Operating vs. Financing Approach

    Explore the operating vs. financing approaches to ROIC and learn how to avoid misjudging operating assets by using the wrong approach.

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Companies

  • Agilent
  • Atkore
  • Avantor
  • Bath & Body Works
  • Bio-Techne
  • Bruker
  • Danaher
  • Freshworks
  • Hubspot
  • Klaviyo
  • Meta
  • Pluxee
  • Salesforce
  • Semrush
  • Smith & Nephew
  • Squarespace
  • Stryker
  • Thermo Fisher
  • Zimmer Biomet

view all

Topics

Intangible Assets
Recasting Intangible Investment
ROIC Math Basics
How Do They Make Money?
GAAP & IFRS

Most Read

  • February 4, 2024

    Bath & Body Works (BBWI): Surprisingly Strong ROIC & Stock Pitch (Sort Of)

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  • June 25, 2022

    ROIC Thesis Buckets & Meta (META)

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  • January 7, 2022

    What Is Return on Invested Capital (ROIC) Exactly?

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