Carlos Santiso
Return on Capital Series por Saber Capital Management
Importance of ROIC Part 1: Compounders and Cheap Stocks
Importance of ROIC Part 2: Compounders and Cheap Stocks
Importance of ROIC Part 3: Compounding and Reinvestment
Importance of ROIC Part 5: A Glance at the Last 42 Years of Wells Fargo
Importance of ROIC: “Reinvestment” vs. “Legacy” Moats (a guest post that also captures the way I think about this concept as well)