⁠Invest In Assets 📈
What Cyber Security companies will dominate in 5 years? https://t.co/762N0Ygsjn
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⁠Invest In Assets 📈
Eliminate 95% of companies by putting it through this filter

• ROIC +15%
• Revenue Growth 5Y +10%
• Free cash flow growth 5Y +10%
• Interest coverage +10x
• Gross margin +40%
• Operating margin +10%
• Shares outstanding <2%

40 examples 👇
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⁠Invest In Assets 📈
How ROIC affects valuations: https://t.co/GF1WVfDxee
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⁠Invest In Assets 📈
RT @InvestInAssets: 10 Incredible Lessons from Quality Investing by Lawrence A. Cunningham https://t.co/GfIBIWxqEL
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⁠Invest In Assets 📈
Wisdom from Charlie Munger: https://t.co/XcvqBKnNOK
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⁠Invest In Assets 📈
Baron Capital's multi-baggers: https://t.co/Z5JjV4XycA
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⁠Invest In Assets 📈
Semiconductor industry is up +50% YTD

Nvidia, TSMC, and Broadcom are the largest contributors

5 Quality Semiconductor businesses you should know 🏰👇 https://t.co/dCpeSJAzot
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⁠Invest In Assets 📈
Capital Allocation 101: https://t.co/seV6GKVZEo
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⁠Invest In Assets 📈
RT @InvestInAssets: ROIC by industry is a useful way of identifying what sectors will provide long-term returns https://t.co/e4RP7AtgxV
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