

EP #201 | 3 European Companies with high ROIC | & NN Group becoming a Bank?
Jun 22, 2024
On this podcast, they discuss 3 European companies with high ROIC, NN Group's move into banking, and the importance of ROIC for investors. They also compare ROIC with other financial metrics, answer listener questions, and analyze the impact of interest rates on dividend shares.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 3min
Analysis of European Football Championships and Parallels to Management Styles
03:14 • 3min
Exploring NN Group's Potential Entry into the Banking Sector and Return on Invested Capital
05:49 • 24min
Analyzing Free Cash Flow Growth and Return on Invested Capital in Stock Valuation
30:03 • 11min
Observing Dividend Opportunities in Unusual Places
41:00 • 2min
Exploring Bond Investments and Portfolio Allocation for Wealth Protection
43:25 • 2min
Analysis of High Quality Business, Yield Expectations, and Impact of Interest Rates on Dividend Shares
45:50 • 2min
Challenges and Opportunities in Beverage Companies
47:47 • 9min