Resources
2020 Q3 Review
On ROIC: Stalwarts and Compounders
Cloudflare (NET)
Gauging the Quality of a Business with ROIC
Low-Interest Environment: Short Bonds for Cheap Capital?
CrowdStrike (CRWD)
Identifying Mission-Driven Companies
2020 Q1 and Q2 Review
2019 Q4 and Year-End Review
