SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: J Mako who wrote (45498)11/16/2011 3:38:56 AM
From: J Mako  Read Replies (1) of 78670
 
> I have reservation on the assumption that Growth = Retention Rate x EPS x ROE.

Forgot to elaborate: My problem with this is, it gives the appearance the RHS are inputs and the LHS is the output, and the mgmt can just dial up or down the inputs to get the output. In the end of the day, everything is driven by the characteristics of the competition.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext