We searched for keywords like "ROIC" and "FCF" in our slide database, looking for companies with a great capital allocation framework.
In this thread we will share some findings 🧵
1. A beautiful chart from $TXN showing how its share price has followed FCF per share:
I’ve interviewed hundreds of people for numerous companies over the past 20 years of building businesses.
I’ve experimented with many interview questions and most are only semi useful, but one, above all, has been the most useful.
A thread...