Interesting reads 27 Aug 2013 – ROC, and Michael Porter


1. The Perils of ROC Investing – http://bit.ly/191L4Vv
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 – http://bit.ly/17iEoRC
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

Advertisements

Leave a comment

Filed under Finance, Investing

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s