2021 Performance Review – 22.9% Average Annual Investment Returns The Last Decade
In today’s post I’m sharing my 2021 performance review and how I’ve produced 22.9% average
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Case Study – How To Calculate ROIC
Thanks to Andrea Piacquadio for the illustration
Today, I speak about How to calculate ROIC. On Why I calculate it the way I do, and ROIC calculation for Microsoft, Procter & Gamble.
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In this series, you’ll learn my entire process from the beginning – and how I find companies to research further – to the end – and valuations and evaluations.
In the video here you can see how I find stocks to research like this.
A couple of weeks ago I showed you my analysis and thoughts on French company Dassault Systemes (DASTY). And told you why even though it had massive margins I wouldn’t invest in it now.
Then I showed you my analysis and thoughts on the Japanese company Fanuc Corp (FANUY). Why I won’t be investing in it, and I also share a tip on how to potentially spot problems with companies whose margins fall a lot in a short period of time.
Today, let’s take a couple of steps back though and answer the question – How To Calculate ROIC
Let’s get to it
Case Study – How To Calculate ROIC
In 25- the minute video above, I showed you the following things:
- How to calculate ROIC
- Why I calculate it the way I do
- What it shows you
- ROIC calculation for Microsoft
- ROIC calculation for Procter & Gamble
- What these calculations mean for each company
- How to get the Value Investing Journey Valuation And Profitability Metric template for free
- And more…
If you have any questions or comments about anything in the video above or this ongoing series, let me know.
Here are the resources related to this topic:
Get Your 5 Free Gifts Including The Value Investing Journey Valuation And Profitability Metric Template Seen In The Video. Click Here.
I’m going to teach as much as possible in this series and in these videos, so the more questions and comments we have, the more you’ll learn, so please put any comments and questions in the comments section below this post.
Want to learn how to find, evaluate, value, and buy great stocks fast? Ones that have helped me produce average annual investment returns of 23.5% per year on average in the first 9 years of my career? Click here to learn more about our Value Investing Masterclass.
Seriously, and I say this to all my coaching and training clients as well.
Even if it’s a minor question, you think may be stupid, ask it.
If you’re investing real-world money, a ‘stupid question’ can cost you real money and frustration, so don’t hesitate to ask.
If you want to learn from our other case study videos for free click here.
P.S. If you want to learn more about ROIC and how to value and evaluate stocks fast make sure to check out our Value Investing Masterclass and Value Investing Coaching Program by clicking the links in this sentence.
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