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MI201: Investing in Tech Companies (Mini-Episode)

The Intrinsic Value Podcast - The Investor’s Podcast Network

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How Much Money Does the Company Earn?

The most important driver is economic earnings, how much money does the company earn? And this isn't driven by the gap earnings shown in the financial statements. Put a heavy emphasis on the ret on invested capital of the company. The way bazos ran his company and communicated his strategy could almost be used as a temple for what to look for in an executive team.

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