This chapter discusses the metrics of a company's revenue growth rate and return on invested capital, and how they may change after a merger. It also explores different units of analysis for investors in the railroad industry and the importance of analyzing the relationship between revenue and various categories of freight.
What does an investor have to believe for today’s share price to make sense?
Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss:
- Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term.
Companies discussed: GM, CP, ADYEY, NVDA
Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl
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