Exploring the significance of return on hard assets as a metric for gauging a company's profitability, with examples from companies like Lululemon, AMD, and Nvidia. The chapter discusses how companies can generate cash efficiently on their assets, comparing in-house development to acquisitions and emphasizing the importance of metrics like cash flow and enterprise value.
Open seating is coming to an end on Southwest flights.
(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.
Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.
Companies discussed: CMG, LUV, LULU, AMD, NVDA
Learn more about the Range Rover Sport at www.landroverusa.com.
Host: Ricky Mulvey
Guests: Sanmeet Deo, Asit Sharma
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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