Interesting reads 27 Aug 2013 – ROC, and Michael Porter

1. The Perils of ROC Investing –
A nice read on Return on Capital and how it could be wrongly interpreted in accounting methods and especially with cyclicality of a business

2. A Dozen Things I’ve Learned About Strategy, Business and Investing From Michael Porter –
Michael Porter as we know is a great author regarding competitive advantages of industries, companies and nations. In this article Griffin has excellently distilled out key points wrote by him

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