Compounding Capital
$WCN makes improvement in ROIC and annual FCF/share growth targets part of LT comp.

And as @WTCM3 points out in below thread, $VRSK links LT comp to ROIIC. https://t.co/BBIyPH47r6 https://t.co/ISkE37TOXn
$MCD's inclusion of ROIC, ROIIC, and annual FCF conversion is pretty unique and an excellent disclosure in the 10-K I wish more companies would do.

ROIIC in particular is a really important metric that in many ways get to the heart of what every company should be focused on. https://t.co/BSVFzCcznA - Compounding Capital
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FXHedge
MAN IN UNDERWEAR WALKS THROUGH CNBC SEGMENT ON LIVE TV -NYP https://t.co/3BccIKOL6J
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Compounding Capital
$VRSK thesis per Parnassus:

1) data analytics for insurance industry early in wave of moderninzing and moving to cloud, 30B records spanning 50+ years

2) 12% IRR next 2.5 yrs as EPS compounds 14%, multiple contracts from 32x to 27x

3) improved capital allocation and governance https://t.co/TgEH6hU0OY
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Special Situations 🌐 Research Newsletter (Jay)
Pinterest (PINS) 3-scenario valuation model includes valuation, financials, projections, comps & scenario analysis. Model was put together after Elliott Management revealed a 9% stake in July 2022.

Free to Silver & Gold subs:
https://t.co/r7f3PlxC5V

https://t.co/ZG9pxUTtAg
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Ethan Mollick
RT @emollick: We believe this is likely interesting. How we understand words of probability:
1) From a Reddit survey https://t.co/m5z2AP4k0p
2) From a sample of 1,700 people https://t.co/pgrtjclc2h
3) From the CIA handbook for intelligence analysts. Worth reading here: https://t.co/42AWffgd6f https://t.co/tzES9zyD68
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James (is looking for a prod role)
The “absence of representation is evidence of discrimination” mind virus is more contagious than Covid.
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Morning Brew ☕️
opening up your email inbox after a single day off https://t.co/XjrrKmFDxT
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Mostly Borrowed Ideas
Interesting how education may be prime for disruption in Metaverse, and ~75% of kids in developed world are already engaging in Metaverse.

@ballmatthew predicts it may take >15 yrs for the median person to be on Metaverse

Podcast (h/t @LibertyRPF)
https://t.co/lpL9LgxI0w https://t.co/z3Th2y4dtx
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Special Situations 🌐 Research Newsletter (Jay)
"Never give up" doesn't mean keep making the same mistakes over and over again! Manage risk, know what you own, change as the data changes. And finally, know your own strengths and try to skate where the puck is going!
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