Investing by the Books cover image

#8 Lawrence Cunningham: Quality Investing

Investing by the Books

CHAPTER

Is There a Superior Return on Invested Capital?

The ownership of real estate had been under appreciated, mainly for his accounting rules. And also sometimes simply wasn't deployed in the optimal way. I think that the accounting conventions generally, can't obscure that economic reality. You know, you mention the whole category of intangible assets. Mean, i think that's really the big one.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner