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

Value Investing with Legends

CHAPTER

Is the Internal Allocation of Capital a Good Investment?

Felix: One of the things that it was striking in the book on this aspect, which I like enormously. The idea of whether I'm looking at an average return invested capital versus the return on the last unit of capital invested. And how do you think about that and how does it integrate with your strategy framework? Any thoughts that you could provide on that? Yeah. But I totally agree if we were to try predict quarter to quarter, I think we would look at marginal returns to your investment much more.

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