Top Tweets for #roic
Quality ranking: ROIC, FCF margin, gross margin, and financial momentum combined.
1. $LLY — ROIC +31pp · FCF 35% · model +3%
2. $MA — ROIC +27pp · FCF 34% · model -10%
3. $V — ROIC +20pp · FCF 35% · model -13%
#Quality #ROIC #ValueInvesting #Stocks
High ROIC + trading below fair value. The rarest combination in large caps.
Most investors find one or the other. Both at once is where the real opportunity is.
1. $PEP — ROIC +10pp above cost of capital · 35% below model fair value
#ROIC #ValueInvesting #Compounders #Investing
43/
This is the connection between:
ROIC + reinvestment + moat + duration.
High returns matter.
Reinvestment matters.
But the duration for which competition cannot arbitrage those returns may matter even more.
#Compounding #ROIC #Moats
42/
Then add competition.
Suppose incremental ROIC is 25%.
Great.
But if competitors can copy the investment in 2 years, excess returns may fall quickly.
If qualification takes 7 years, the same 25% return can have a much longer runway.
#ROIC #CompetitiveAdvantage #Moats
41/
This is why ROCE alone can mislead.
Historical ROCE tells you what the existing asset base has achieved.
For a growth company, ask:
What return will the next ₹1 of capital earn?
That's incremental return: not just historical return.
#ROIC #ROCE #Investing
40/
And capex can fail too.
Overbuilding creates:
Low utilisation
Weak returns
Working-capital pressure
Depreciation without enough revenue
So “large capex” isn't automatically positive.
The return on incremental capital matters.
#Capex #ROIC #Investing
39/
A useful capex chain:
Capital
→ capacity
→ utilisation
→ revenue
→ EBITDA
→ cash flow
But the stronger chain is:
Capital
→ capability
→ qualification
→ customer trust
→ larger opportunity
→ stronger moat
#CapitalAllocation #ROIC #Moats
36/
The capex test is simple:
If 4,000 MT capacity is built but utilisation stays low, capital productivity suffers.
If qualification + orders + utilisation rise together, the same capex can create operating leverage and a stronger competitive position.
#Ratnamani #ROIC
Quality ranking: ROIC, FCF margin, gross margin, and financial momentum combined.
1. $MO — ROIC +31pp · FCF 35% · model -6%
2. $INTU — ROIC +7pp · FCF 41% · model +84%
3. $MCD — ROIC +15pp · FCF 35% · model -15%
#Quality #ROIC #ValueInvesting #Stocks
📊 ¿Sabías qué es el ROIC?
El Retorno sobre el Capital Invertido permite conocer la rentabilidad que obtiene una empresa sobre el capital destinado a sus operaciones.
#ROIC #FinanzasEmpresariales #Contabilidad #Rentabilidad #GestiónEmpresarial
![official_mme_'s tweet photo. [#로익] 안녕하세요 준일형의 일일매니저 로익입니다😎
(든든했죠 형?)
#AGD #ROIC https://t.co/Y5vUgSCj3F](https://pbs.twimg.com/media/HSQ25fsbYAAE43j.jpg)
![official_mme_'s tweet photo. [#로익] 안녕하세요 준일형의 일일매니저 로익입니다😎
(든든했죠 형?)
#AGD #ROIC https://t.co/Y5vUgSCj3F](https://pbs.twimg.com/media/HSQ25fsaUAAxott.jpg)
![official_mme_'s tweet photo. [#로익] 안녕하세요 준일형의 일일매니저 로익입니다😎
(든든했죠 형?)
#AGD #ROIC https://t.co/Y5vUgSCj3F](https://pbs.twimg.com/media/HSQ25fragAIAaYD.jpg)
![official_mme_'s tweet photo. [#로익] 안녕하세요 준일형의 일일매니저 로익입니다😎
(든든했죠 형?)
#AGD #ROIC https://t.co/Y5vUgSCj3F](https://pbs.twimg.com/media/HSQ25fpbwAEqUIV.jpg)
#readforonepercentbettereveryday
A high ROIC business is valuable only if it can sustain excess returns for long enough.
Understanding the competitive advantage period helps separate temporary success from durable compounding.
@ReneSellmann
#ValueInvesting #ROIC
Michael Mauboussin’s 2026 paper “Competitive Advantage Period - The Neglected Value Driver” is a must-read for intelligent investors.
Key Takeaways 👇🏻
1/2
![official_mme_'s tweet photo. [#로익] 재현아 이렇게 포즈 잡으면 되니..?
#AGD #ROIC #JAEHYUN https://t.co/Z7IRU84rOt](https://pbs.twimg.com/media/HR54MMRacAAOZV7.jpg)
![official_mme_'s tweet photo. [#로익] 재현아 이렇게 포즈 잡으면 되니..?
#AGD #ROIC #JAEHYUN https://t.co/Z7IRU84rOt](https://pbs.twimg.com/media/HR54MMFbQAAvYd6.jpg)
![official_mme_'s tweet photo. [#로익] 재현아 이렇게 포즈 잡으면 되니..?
#AGD #ROIC #JAEHYUN https://t.co/Z7IRU84rOt](https://pbs.twimg.com/media/HR54MMFawAAhpZ6.jpg)
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