18 Oct '15, 11pm

Capital Expenditure Ex Depreciation to Sales and Sales over Invest Capital to find Economic Moats

The role of an investor prospecting businesses is to always be educated how differently they can look at a business and what they can gather from the data provided. One of the main problems that I used to have is to assess the level of capital expenditure of a business and how to make sense of whether: what is the nature of this business in terms of their capital expenditure needs more capital expenditure is good less capital expenditure is good how do we present capital expenditure to ourselves and peers so that it reduces the overhead in interpretation what should it correlate with? revenue, free cash flow or profit? Professor Damodaran has a good piece recently in his series to profile a few car based trajectories like Uber, Lyft. In this piece, it is the possible upcoming IPO of Ferrari . If I can take away one or two things each from these articles and they are rather...

Full article: http://www.investmentmoats.com/stock-market-commentary/va...

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