Valuation

Buffet's Thoughts on Cost of Capital and the $1 Test

This post will touch on Buffett’s $1 test, which is how he thought about a company’s cost of capital.

May 8, 2024 •

Ferrucho Doddoli Lankenau

What produces high returns on invested capital? – Part 2

In this article I expand on the factors that contribute to a high ROIC, focusing on what contributes to a high capital turnover.

May 6, 2024 •

Ferrucho Doddoli Lankenau

What produces high returns on invested capital? – Part 1

In this article I analyze the factors that contribute to a high ROIC, using Buffet's 1972 letter to Chuck Huggins, then CEO of See’s Candies, as a base…

May 4, 2024 •

Ferrucho Doddoli Lankenau

Working Capital in Valuation

Understanding the relationship between working capital needs and free cashflow.

Oct 15, 2023 •

Ferrucho Doddoli Lankenau

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