#roic — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #roic, aggregated by home.social.
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New CEPR paper questions European telco returns
New research from CEPR argues Europe’s telecom operators are earning returns close to their cost of capital, but…
#Europe #EU #CEPR #cost-per-Gbps #EUregulation #infrastructurecapex #investmentstrategy #Networkinfrastructure #ROIC #WACC
https://www.europesays.com/2750560/ -
https://www.europesays.com/uk/738427/ New CEPR paper questions European telco returns #CEPR #CostPerGbps #EU #EURegulation #Europe #European #InfrastructureCapex #InvestmentStrategy #NetworkInfrastructure #ROIC #WACC
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Michael Burry, famed for "The Big Short," warns that AI will drive down Big Tech's profitability as capital intensity rises and ROIC declines, pressuring share prices.
#YonhapInfomax #MichaelBurry #ArtificialIntelligence #BigTech #ROIC #SharePrices #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=99496 -
Michael Burry, famed for "The Big Short," warns that AI will drive down Big Tech's profitability as capital intensity rises and ROIC declines, pressuring share prices.
#YonhapInfomax #MichaelBurry #ArtificialIntelligence #BigTech #ROIC #SharePrices #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=99496 -
Michael Burry, famed for "The Big Short," warns that AI will drive down Big Tech's profitability as capital intensity rises and ROIC declines, pressuring share prices.
#YonhapInfomax #MichaelBurry #ArtificialIntelligence #BigTech #ROIC #SharePrices #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=99496 -
Michael Burry, famed for "The Big Short," warns that AI will drive down Big Tech's profitability as capital intensity rises and ROIC declines, pressuring share prices.
#YonhapInfomax #MichaelBurry #ArtificialIntelligence #BigTech #ROIC #SharePrices #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=99496 -
SK Telecom CEO Jae-heon Jung announced a strategic shift from EBITDA to ROIC as the company's key management metric, pledging to lead innovation as Chief Change Officer and accelerate transformation in both telecom and AI businesses.
#YonhapInfomax #SKTelecom #JaeHeonJung #ROIC #ArtificialIntelligence #InnovationStrategy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95738 -
SK Telecom CEO Jae-heon Jung announced a strategic shift from EBITDA to ROIC as the company's key management metric, pledging to lead innovation as Chief Change Officer and accelerate transformation in both telecom and AI businesses.
#YonhapInfomax #SKTelecom #JaeHeonJung #ROIC #ArtificialIntelligence #InnovationStrategy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95738 -
SK Telecom CEO Jae-heon Jung announced a strategic shift from EBITDA to ROIC as the company's key management metric, pledging to lead innovation as Chief Change Officer and accelerate transformation in both telecom and AI businesses.
#YonhapInfomax #SKTelecom #JaeHeonJung #ROIC #ArtificialIntelligence #InnovationStrategy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95738 -
SK Telecom CEO Jae-heon Jung announced a strategic shift from EBITDA to ROIC as the company's key management metric, pledging to lead innovation as Chief Change Officer and accelerate transformation in both telecom and AI businesses.
#YonhapInfomax #SKTelecom #JaeHeonJung #ROIC #ArtificialIntelligence #InnovationStrategy #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95738 -
Hyperscaler ROIC check (FY24)
Are AI capex bets paying off?ROIC = Return on Invested Capital
GOOGL 22.8% ROIC
META 19.3% ROIC
MSFT 20.8% ROIC
AMZN 7.2% ROIC
AAPL 27.0% ROIC -
ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC shows how well pharma turns invested capital into real value.
If ROIC beats #WACC, the company is creating shareholder return from operations, not leverage.
Here’s how the sector performs!
🧵 (1/5)#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC shows how well pharma turns invested capital into real value.
If ROIC beats #WACC, the company is creating shareholder return from operations, not leverage.
Here’s how the sector performs!
🧵 (1/5)#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC shows how well pharma turns invested capital into real value.
If ROIC beats #WACC, the company is creating shareholder return from operations, not leverage.
Here’s how the sector performs!
🧵 (1/5)#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC shows how well pharma turns invested capital into real value.
If ROIC beats #WACC, the company is creating shareholder return from operations, not leverage.
Here’s how the sector performs!
🧵 (1/5)#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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📢New blog post alert at #TheBarnBlog HQ🏢
#ROIC shows which companies in our screener create value beyond their cost of capital.
Find out who comes out on top (looking at you, #Hermes) and who doesn't.
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📢New blog post alert at #TheBarnBlog HQ🏢
#ROIC shows which companies in our screener create value beyond their cost of capital.
Find out who comes out on top (looking at you, #Hermes) and who doesn't.
-
📢New blog post alert at #TheBarnBlog HQ🏢
#ROIC shows which companies in our screener create value beyond their cost of capital.
Find out who comes out on top (looking at you, #Hermes) and who doesn't.
-
📢New blog post alert at #TheBarnBlog HQ🏢
#ROIC shows which companies in our screener create value beyond their cost of capital.
Find out who comes out on top (looking at you, #Hermes) and who doesn't.
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Final Metric Awaits ⏳
Next up → #ROIC, the last metric in our screener!
It will show if tech’s capital efficiency tells a different story than PEG.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
(5/5)
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Final Metric Awaits ⏳
Next up → #ROIC, the last metric in our screener!
It will show if tech’s capital efficiency tells a different story than PEG.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
(5/5)
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Coming Up 🌅
Next metric → #ROIC, the final and most important test in the screener!
Will fashion maintain its strong showing?
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
(5/5)
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Coming Up 🌅
Next metric → #ROIC, the final and most important test in the screener!
Will fashion maintain its strong showing?
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
(5/5)
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Next Steps 🚀
Next metric → #ROIC.
It’s the real test of whether these builders convert growth into shareholder value.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
(5/5)
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Next Steps 🚀
Next metric → #ROIC.
It’s the real test of whether these builders convert growth into shareholder value.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
(5/5)
-
Next Steps 🚀
Next metric → #ROIC.
It’s the real test of whether these builders convert growth into shareholder value.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
(5/5)
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What’s Next? 🔗
Pharma didn’t shine on #PEG + most look expensive for their growth.
Next up → #ROIC: the real test of efficiency and capital discipline.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
Follow #TheBarnBlog for smarter screening, one metric at a time 👊
(5/5)
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What’s Next? 🔗
Pharma didn’t shine on #PEG + most look expensive for their growth.
Next up → #ROIC: the real test of efficiency and capital discipline.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
Follow #TheBarnBlog for smarter screening, one metric at a time 👊
(5/5)
-
What’s Next? 🔗
Pharma didn’t shine on #PEG + most look expensive for their growth.
Next up → #ROIC: the real test of efficiency and capital discipline.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
Follow #TheBarnBlog for smarter screening, one metric at a time 👊
(5/5)
-
What’s Next? 🔗
Pharma didn’t shine on #PEG + most look expensive for their growth.
Next up → #ROIC: the real test of efficiency and capital discipline.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
Follow #TheBarnBlog for smarter screening, one metric at a time 👊
(5/5)
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👇 Conclusion:
In #tech, high margins attract disruption and expose who’s truly defensible. EBIT alone doesn’t tell the full story.
Next up → #PEGratio and #ROIC to see which companies earn their moat!
Full breakdown ➕ graphs ➡️ https://thebarnblog.substack.com/p/using-ebit-margin-trend-for-analysis
(5/5)
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👇 Conclusion:
In #tech, high margins attract disruption and expose who’s truly defensible. EBIT alone doesn’t tell the full story.
Next up → #PEGratio and #ROIC to see which companies earn their moat!
Full breakdown ➕ graphs ➡️ https://thebarnblog.substack.com/p/using-ebit-margin-trend-for-analysis
(5/5)
-
👇 Conclusion:
In #tech, high margins attract disruption and expose who’s truly defensible. EBIT alone doesn’t tell the full story.
Next up → #PEGratio and #ROIC to see which companies earn their moat!
Full breakdown ➕ graphs ➡️ https://thebarnblog.substack.com/p/using-ebit-margin-trend-for-analysis
(5/5)