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ROIC, Reinvestment Rate, Intrinsic Value Growth
The essence of long-term compounding
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Summit Stocks
5
A Valuation Exercise For The Mag 7
The Magnificent Seven continue to pull the market ahead. Are their valuations justified?
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Summit Stocks
Airbnb Stock in 2025
Why has Airbnb been such a poor investment and why is it a great opportunity today
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Summit Stocks
8
The Outsiders: A Guide to Analyzing CEOs
A radically rational blueprint to studying CEOs, revealing the secrets of the most successful leaders
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Summit Stocks
2
Understanding Return on Invested Capital (ROIC) Part Two
Learn more about ROIC, from free cash flow and intangible investments to incremental ROIC (ROIIC)
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Summit Stocks
Valuing The Summit Stocks Portfolio
A brief valuation of each of my stocks
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Summit Stocks
Why Invest in Owner-Operators
What are owner-operators and why are they good investments
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Summit Stocks
2
Revisiting Evolution AB
What's happening to Evolution, and should you buy at today's prices?
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Summit Stocks
4
Reverse-Engineering The Discounted Cash Flow (DCF) Valuation
Learn how to value stocks by reverse-engineering the discounted cash flow method. Includes a free downloadable Excel sheet.
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Summit Stocks
8
The Ultimate Investing Checklist
Learn about the most important aspects an investment must have
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Summit Stocks
2
How to Value Stocks using Discounted Cash Flow (DCF)
Learn how to value stocks using the discounted cash flow method. Includes a free downloadable Excel template.
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Summit Stocks
5
Understanding Return on Invested Capital (ROIC)
ROIC is arguably the most critical factor for long-term investors. Learn how it works, from interpretation and calculations to effective analysis.
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Summit Stocks
1
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