#EBIT

1/15An interesting metric to track is EBIT conversion. EBIT conversion = EBIT margins / gross margins Here's why it's interesting and how you can use it to assess business quality...[THREAD]

Return on capital employed (ROCE):ROCE is one of the most important financial ratios out there. Today I will try to explain it in a simple way. Grab a bar of

🍔MalayFoodHunter🍔

MalayFoodHunter

Alhamdulillah, uztaz Ebit lew datang ziarah makcik ni di Rumah. Sama sama kita doakan buat mereka yang sudi menolong.. https://twitter.com/malayfoodhunter/status/1247876693353611264 Sedikit kisah yang diceritakan oleh ustaz Ebit lew...

Wan H #StayAtHome

Dia ni apa masalah sebenarnya dengan Ustaz Ebit? Ustaz Ebit ada ambil duit dia ke? Ustaz Ebit ada termakan beras hak milik dia ke? Habis program Bersamamu kt Tv3

FICO is an interesting business. You know that credit score you get?Yeah, FICO makes more than 100% of its profit from those. Think about how asset-light they are.Quick [THREAD] 1/

Izzuddin Safuan🇲🇾

Siapalah yang buat aduan kat Ustaz Ebit Lew. Apalah busuk hati sangat diorang ni.Kesian ustaz Ebit dinasihatkan dah tak boleh lagi buat kerja amal beliau macam biasa. Semoga ustaz dipermudahkan

Leviathan Capital

LeviathanCapit1

The crazy part about this that no one is talking about for some reason (that I can’t understand other than underappreciating how low margin physical grocery stores are as a

Berita Semasa 🇲🇾

USTAZ EBIT LIEW NI KAYA KE?Siapa yang tertanya-tanya Ustaz Ebit tu kenapa dia kaya siap bawak Vellfire tu ni yang KakLis nak share apa yang KakLis tau. THREAD Ustaz Ebit

COValueInvestor

COValueInvestor

Thoughts on Netflix -- what you're underwriting with an investment in $NFLX at today's price ($507): Let's first stipulate that NFLX offers a wonderful product at a very good price.

ROE vs. ROCE vs. ROIC(Calculation & Implications) ROE = PBT (1 - t) / Book Value of Equity t = Tax RateEasiest to calculate & most commonly used. Debt might

Why I like Viad $VVI, a threadSure, covid will have a huge impact, but right now the market is suggesting a pending bankruptcy, yet they have:1) Solid cash position2) One-of-a-kind

Mostly Borrowed Ideas

MEGA THREAD: $AMZNJust in March, $AMZN has outperformed the index by ~15%. Here's AMZN's historical return:5-yr CAGR +37%10-yr CAGR +30%20-yr CAGR +18%From IPO +36%I will discuss the whole business, why

The simple way I generally think about valuation, a very short thread: As Charlie would say: invert, always invert. That’s what I try to do when looking at valuation metrics.

Screening Stocks Enjoy 'My StressBusters'

Joel Greenblatt's MAGIC FORMULA Screen for Indian Stocks with Additional filtering for Quality.#Thread4th Upd -16Aug2020Added HOW TO USE Magic Formula & some more updates, so do read till end.#MagicFormula #Stocks

Twilio $TWLO 1Q22 Earnings- Rev $875m +48% (organic +35%)- Gross Profit $425m +42% margin 49% -200 bps - NG EBIT $5m -71% margin 1% -236 bps -

One company I may have been wrong about is $PAR. Their software, Brink, just grew 43% this quarter. Toast, which I thought was a competitor, fired half their staff (enterprise