Quality Growth Dashboards - ASML, NVDA, NVO & HESAF
I've recently updated my quality growth dashboards. Here's a selection featuring: $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ $Novo-Nordisk A/S(NVO)$ $Hermes International SA(HESAF)$
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A mental model for understanding why high returns on capital and growth rate are both required for compounding.
High ROC + High Growth = Compounding
High ROC + Low Growth = Lack of reinvestment opportunities and a high dividend
Low ROC + High Growth = An expanding and unproductive balance sheet
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