OMD DAILY
Trailer
Bonus
Episode 33
Season 1
#33 - The Relationship of ROIC, Growth, Yield and Margin of Safety
June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR) and trying to look at margin of safety differently. A revelation of how little I know and how I noodle investing concepts.