We hope you will enjoy the "McKinsey's Tim Koller, coauthor of Valuation, leader of McKinsey Corporate Finance practice" episode. Let us know what you think and what future topics you will find helpful for us to cover in the upcoming episodes for this series.
We hope you will find this episode helpful. Let us know what do you struggle with the most as part of your consulting case interview preparation. Best of luck to everyone with landing your dream job! And as you are building your skills with FIRMSconsulting content please also focus on building a skill set that will serve you for the rest of your life. Focus on building a skillset that will serve you well beyond consulting, or any job you currently have or trying to get.
Dear Mr Koller, I have checked several of your articles regarding ROIC, ROIIC calculation and taken a look at the book “Valuation” and I have something I would like to discuss with you to see if you could help me clarify my doubts. I did a small backtest separating 2 types of companies, those with “Differentiation” qualities (NOPAT margin > 18% like Apple, Alphabet, Fortinet, Meta, Microsoft and Nvidia) and those with “Cost leadership” (Invested Capital Turnover > 2 like Amazon, Domino’s, Monster, Tractor Supply, Tesla and XPEL) for the last 10 years and to be fair this Economit Profit/Revenues from the McKinsey book is only a good measure for the first group. Could you please confirm if you have done such an analysis? Reason being is that I created my investment checklist to filter companies based on the type of company it is (ROIC, ROIIC, reinvestment rate, incremental working capital, etc as some of the ratios to check for). Thank you!
I loved this talk but I feel the description kind of oversold it. Or at least, I would love to see a talk that actually contrasts Capital in the Twenty First Century against Valuation.
Hi A. William Arnold IV, Thanks for your comment. We did notice something is going on with youtube ads where multiple ads one after another are shown instead of one ad for a particular section (e.g. one ad at the start or one ad at the end of the video). This is NOT something we can control and this is not something we requested. We hope that this will get resolved soon
We hope you will enjoy the "McKinsey's Tim Koller, coauthor of Valuation, leader of McKinsey Corporate Finance practice" episode. Let us know what you think and what future topics you will find helpful for us to cover in the upcoming episodes for this series.
Upload David Wessels ex McKinsey lecture of corporate valuation.
Thank you! I It is my pleasure watching this channel!
We hope you will find this episode helpful. Let us know what do you struggle with the most as part of your consulting case interview preparation. Best of luck to everyone with landing your dream job! And as you are building your skills with FIRMSconsulting content please also focus on building a skill set that will serve you for the rest of your life. Focus on building a skillset that will serve you well beyond consulting, or any job you currently have or trying to get.
Dear Mr Koller, I have checked several of your articles regarding ROIC, ROIIC calculation and taken a look at the book “Valuation” and I have something I would like to discuss with you to see if you could help me clarify my doubts. I did a small backtest separating 2 types of companies, those with “Differentiation” qualities (NOPAT margin > 18% like Apple, Alphabet, Fortinet, Meta, Microsoft and Nvidia) and those with “Cost leadership” (Invested Capital Turnover > 2 like Amazon, Domino’s, Monster, Tractor Supply, Tesla and XPEL) for the last 10 years and to be fair this Economit Profit/Revenues from the McKinsey book is only a good measure for the first group. Could you please confirm if you have done such an analysis? Reason being is that I created my investment checklist to filter companies based on the type of company it is (ROIC, ROIIC, reinvestment rate, incremental working capital, etc as some of the ratios to check for). Thank you!
Excellent conversation.
Even though it played almost one hour, I think it was worthy of focusing intensively on what management should keep in their minds.
I loved this talk but I feel the description kind of oversold it. Or at least, I would love to see a talk that actually contrasts Capital in the Twenty First Century against Valuation.
Hi Decenttradical, Thank you for your comment. How do you recommend we adjust the description to make it more on point? Many thanks!
Great lecture!!
Glad it was helpful!
Great interview but way to many ads
Hi A. William Arnold IV, Thanks for your comment. We did notice something is going on with youtube ads where multiple ads one after another are shown instead of one ad for a particular section (e.g. one ad at the start or one ad at the end of the video). This is NOT something we can control and this is not something we requested. We hope that this will get resolved soon
Thank you all
You are very welcome!