Difference between revisions of "User:GregoryKennedy"

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Latest revision as of 07:21, 2 May 2019

We've previously analyzed how optimizing ROIC could impact valuations, including case studies on Oracle (ORCL), American Express (AXP), and Morgan Stanley (MS). We argued that each of these firms were undervalued and that by aligning corporate strategy and incentive compensation with ROIC, each firm could substantially boost its market cap. Since then, each of these stocks have outperformed the S 500 and their valuations more closely align with what one would expect based on the firms' ROICs.More recently, we highlighted how our forensic accounting and ROIC calculation empowers investors to identify alpha generating investment ideas.

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