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JG's avatar

Thank you for this excellent article.

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Nihir Addla's avatar

What would you say are some examples of businesses that have been able to re-invest capital successfully and how do we as investors measure the return on that re-invested capital?

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Six Bravo's avatar

Here's a Substacker that answers your question...@CompoundQuality:

https://www.compoundingquality.net/p/what-you-need-to-know-about-return

And here's one of our write-ups on a company with very high return on re-invested capital:

https://specialsituationinvesting.substack.com/p/otc-markets-group-b1f#details

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The Curious LP's avatar

Are there sources you would recommend to learn more about how return on capital, return on incremental capital, and reinvestment rates are calculated?

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