I don’t think so. Sure ultimately you want to achieve a certain IRR, and everything else doesn’t matter. They are endless ways to achieve that, but they’re also endless companies. For me it would more like “skimming quarterly releases, evaluating CAN this company earn a decent ROCE and is it cheap. Whether it’s 15% or maybe only 10% but …
I don’t think so. Sure ultimately you want to achieve a certain IRR, and everything else doesn’t matter. They are endless ways to achieve that, but they’re also endless companies. For me it would more like “skimming quarterly releases, evaluating CAN this company earn a decent ROCE and is it cheap. Whether it’s 15% or maybe only 10% but it’s is super cheap it doesn’t need to be super strict. But I think it’s a good guidance.
I don’t think so. Sure ultimately you want to achieve a certain IRR, and everything else doesn’t matter. They are endless ways to achieve that, but they’re also endless companies. For me it would more like “skimming quarterly releases, evaluating CAN this company earn a decent ROCE and is it cheap. Whether it’s 15% or maybe only 10% but it’s is super cheap it doesn’t need to be super strict. But I think it’s a good guidance.