As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Alphabet Inc Class A (GOOGL). Profile Alphabet Inc. is … Read More
Terry Smith: The Cornerstone of Smart Investing
In his latest interview with the RWH Podcast, renowned investor Terry Smith reinforced a principle that too many investors ignore: return on capital employed (ROCE). As legendary investor Warren Buffett stated in his 1979 annual report, ROCE is “the single most important measure of performance.” Terry Smith, one of today’s … Read More
Buying High and Hoping Higher: A Strategy as Solid as Jello
During their recent episode, Taylor, Carlisle, and Dan Rasmussen discussed Buying High and Hoping Higher: A Strategy as Solid as Jello. Here’s an excerpt from the episode: Tobias: There was a question in our comment stream about gold. I don’t know if you’ve said something about gold or– They wanted … Read More