Exploring the significance of focusing on hard assets in a company's balance sheet and the calculation of RONTA by excluding goodwill and debt. Insights from Warren Buffett and practical examples like Disney illustrate the importance of grasping the concept of RONTA over fixating on a precise formula.
Open seating is coming to an end on Southwest flights.
(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.
Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.
Companies discussed: CMG, LUV, LULU, AMD, NVDA
Learn more about the Range Rover Sport at www.landroverusa.com.
Host: Ricky Mulvey
Guests: Sanmeet Deo, Asit Sharma
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices