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Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

The Compound and Friends

CHAPTER

Evaluating Company Performance Through Return on Equity

This chapter explores the significance of Return on Equity (ROE) in assessing company performance, with a focus on the superior ROE of U.S. firms like Apple, NVIDIA, and Microsoft compared to European and emerging market companies. It examines the factors influencing these disparities, such as corporate governance and taxation policies, while contemplating potential future changes.

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