π Marketing & Growth
Price to earnings tells you nothing about the value you are getting
You can't compare Fords to Ferraris
Instead, look for:
β’ROIC >20%
β’Organic FCF growth >10%
β’Cash conversion >80%
β’Debt / FCF < 5x
β’FCF yield >3%
39 Examples π§΅π...
Jan 24, 2024