Return on Capital
CapitalTalk2
1/ I've been writing for http://www.returnoncap.com  for about a year, and a personal [but public] investment blog since 2015. Since quite a few people on FinTwit have their own blogs/newsletters,
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Going to play a little Devil’s Advocate.I really hate macro explanations for high multiples like low interest rates. But there might be a business case for structurally higher multiples...Not sure
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$HEI is talked about a lot in the financial community but still a “black box” company IMO. Here’s a thread why I think it is one of the best setups
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