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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: bruwin who wrote (75897)	7/28/2024 12:48:57 PM
From: E_K_S	Read Replies (1) \| Respond to of 78774

From the PerplexityAI.com search I posted: Links provides Return on Net Tangible Assets Usage Return on Net Tangible Assets definition perplexity.ai (definition is in the first paragraph) I posted it below Net tangible assets are calculated by subtracting intangible assets (such as goodwill and intellectual property) and liabilities from total assets. This metric is particularly useful for evaluating companies with significant tangible assets, such as manufacturing firms, as it excludes the often volatile and subjective valuations of intangible assets. ------------------------------------------------------------- My only point was that by excluding goodwill & intellectual property you get a different view on the true value of the company's assets (ie Net tangible assets). It's just another way to view a company and I cited many reasons why it may not be that good for certain industries. Maybe only useful to compare the RONTA for the SAME company over several time periods and/or thru different management changes and/or activist investors. Just food for thought ----------------------------------------------------------------- Southwest Air announced a move to assigned seating model (first time ever) as a result of an activist investor pushing management for the change. Would be interesting to see the BEFORE RONTA value and then the AFTER RONTA value (say after 2 years). Could Southwest get a better utilization of their tangible assets (ie planes) by moving to this assigned seating program model?