Andrew Sather @Valuespotlightx
Co-host of @ifb_podcast. Founding publisher of Value Spotlight, our flagship einvestingforbeginners.com/th Joined September 2010-
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Calculating WACC and ROIC (Tutorial): Is value created or destroyed?
The "Non-Cyclical" Commodity Secret? Most commodities like copper are volatile. But aggregates (concrete materials) offer rare organic growth. Why? Fixed supply of quarries + tough government permits = long-term pricing power. That was my lightbulb moment!
Brazil has a population of almost 213 million people and a low debt to GDP of 77.5%. So far in the first quarter (August 2025), real GDP grew 5.7% on an annualized basis form the previous quarter according to Deloitte. How the country's payments usage is creating huge opportunities:
Pay attention to what companies stop talking about. Example: PayPal used to highlight user growth—then suddenly stopped. Analysts noticed, management stumbled, and the stock began to slide. When key metrics disappear, it’s often a yellow flag.
Small-cap stocks have outperformed large-cap stocks by 4% per year over the past century. Why? They grow faster and have more upside. Now imagine combining small caps with quality characteristics. That’s the formula for phenomenal performance.
What is Return on Equity or ROE? Quick explainer to break it down.
Pleasure to have Kyle on the show, if you invest in the payments rails you might our convo very interesting…
Visa is already using stablecoins. Why? The old system takes days and costs merchants billions. Stablecoins move money instantly, anywhere in the world.
Investing in robots? List of ideas from Morgan Stanley, dubbed the "Humanoid 100"
Is it ever forgivable when ROIC < WACC? Case study: $AMD
The fact that Meta has retained a FLAT ROIC, with the following growth rates in Invested Capital (of course burning $69B, nice, in Reality Labs along the way) 2024: 42% 2023: 42% 2022: 24% 🤯
Is the carnage in Alibaba over? ROIC seems to think so. Two things stand out after looking at 5 years of ROIC
Top Quintile ROIC = Steady Compounding Case in point, $WSO Shares up +19% annually since IPO in 1989.
Top Quintile ROIC = Steady Compounding Case in point, $WSO Shares up +19% annually since IPO in 1989.
P.S. Want to grow as an investor? Unlock the secret to assessing the profitability of Google, Microsoft, Amazon, and more using Return on Invested Capital (ROIC). Learn the ins and outs of ROIC in 6 days for free. Join here, it's free: einvestingforbeginners.ck.page/003ed0e6f4
Amazon's ROIC has officially crossed over its WACC (again). This with 25% YOY growth in Invested Capital. 🤯
Can ROIIC show us improvements in business model? Checking $GM 's ROIC during EV transition
I'm 2 days late to the party-- but the 10Y has inverted again. 4.25% vs FED FUNDS EFFECTIVE 4.33%
ROIC + Executive Compensation =Alpha? Calculating ROIC for $INSW
What creates buyback machines? Super high ROIC? Yep.
What creates buyback machines? Super high ROIC? Yep.
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