Hi! Don't you think that having strict screen criteria such as EV/NOPAT less than 15 or ROCE greater than 15% is too restrictive? I know that the point is to kill ideas quickly, but I think looking at quarterly releases is better. By looking at quarterly releases you can quickly see if there was any great change from one quarter to another.
Hey Sebastian, keep it up with the great work! Always looking forward to your posts and articles. :)
Hi! Don't you think that having strict screen criteria such as EV/NOPAT less than 15 or ROCE greater than 15% is too restrictive? I know that the point is to kill ideas quickly, but I think looking at quarterly releases is better. By looking at quarterly releases you can quickly see if there was any great change from one quarter to another.
How did you come across Deufol? I am wonder what your sourcing process was at the time...