Focused Compounding Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Apr 9, 2024
Exploring growth in companies with insights from investors like Buffet and Munger. Scrutinizing factors like capital allocation and profitability at Costco. Analyzing company growth metrics and valuation concerns, including returns on equity and revenue growth. Delving into stock buybacks for companies with stagnant growth. Exploring constraints and factors influencing growth in the banking industry. Analyzing growth metrics at big companies like Apple, Meta, Google, and Netflix, and the relationship between asset growth and EPS growth at companies like Meta and Nvidia.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 β’ 5min
Analyzing Company Growth and Valuation Concerns
05:25 β’ 3min
Analyzing Companies with No Growth and Stock Buybacks
08:03 β’ 2min
Analyzing Constraints and Factors Influencing Growth in the Banking Industry
09:57 β’ 3min
Analyzing Growth Metrics at Big Companies
12:37 β’ 22min
Analyzing a Company's Growth Through Asset and EPS Growth Comparison
35:06 β’ 3min