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Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

Value Investing with Legends

CHAPTER

I Like Return on Invested Capital

"I noticed from some of Michael's research reports that return on invested capital is close to his heart. Much frankly, against all expectations makes for fabulous conversations," he says. "There are different ways to capture competitive advantage and to see something about how valuable is the firm going forward" The moment the firm creates a return that exceeds the cost of capital, you're actually creating value according to Morgan Stanley CEO Jamie Dimon.

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