Sifter's analyses

This time at @Karo_Hamalainen’s Grill Quality Investing School, the theme was key figures and analysis. :slight_smile:

Topics:
0:00 Start and the most important key figure 6:54 MSCI quality metrics 8:45 ROA 9:26 ROCE 11:35 Sifter’s screening metrics 13:06 Gross margin 16:42 Operating profit 19:14: ROIC 20:37 Cash flow 22:54 TSMC as an example of a quality company’s key figures 25:49 Net debt 32:07 Valuation 40:30 Qualitative company analysis 42:21 Quality of corporate management 48:02 Episode summary

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