In Search of Excellence: Investing in good companies - kcchongnz

In Search of Excellence: Investing in good companies [SOP] - Pass

Tan KW
Publish date: Mon, 12 Aug 2013, 12:07 AM
Tan KW
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Original discussion on http://klse.i3investor.com/servlets/forum/900255072.jsp

This is an effort to collect the discussions and tidy up in a blog format.

Posted by kcchongnz > May 27, 2013 02:05 PM

 

SOP Good company?
Good governance Yes
Durable business Yes
Growth Yes 32% CAGR for last 7 years
ROIC Yes 18% >WACC Average 
Balance sheet Yes

Screens for investing
ROIC Yes
P/B Yes 1.8 <2.0
PE ratio Yes 15.5 <20 


 

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