Invest Like the Best with Patrick O'Shaughnessy cover image

Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288]

Invest Like the Best with Patrick O'Shaughnessy

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Understanding Capital Efficiency

This chapter explores the concept of capital efficiency, particularly through the lens of Return on Tangible Capital (ROTC). It contrasts business models like data centers and records management, emphasizing their varying capital intensity and maintenance needs. Additionally, it highlights the importance of strategic acquisitions, strong company culture, and decentralized organizational structures in fostering long-term investment success.

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