Data Update 6 for 2020: Growth, Profitability and Reinvestment

I apologize in advance for the sound effects on this video, but with my wife teaching her second grade class downstairs, my son watching his college course upstairs and my daughter watching Netflix, I had to move outside with the birds, the copters, the yelling neighbors and the sea breeze.
In this data post, I look at growth, profitability and reinvestment efficiency numbers for global companies, coming in 2020, knowing fully well that this crisis will upend all of those numbers. That said, companies that had high growth, solid margins and were efficient at reinvesting prior to the crisis are better positioned to make it through this crisis and emerge not only as survivors but with a decided advantage in the post-virus economy.
Slides: www.stern.nyu.edu/~adamodar/pd...
Data links:
1. Growth, profitability and reinvestment, by region - January 2020: www.stern.nyu.edu/~adamodar/pc...
2. Growth, profitability and reinvestment, by industry - January 2020: www.stern.nyu.edu/~adamodar/pc...
3. Excess Returns by industry - January 2020
a. US: www.stern.nyu.edu/~adamodar/pc...
b. Global: www.stern.nyu.edu/~adamodar/pc...

[@zhenghaorocks]

This is pure gold, thank you professor for your awesome content!

[@evantaurins8899]

These videos are fantastic thank you so much!

[@xlut7455]

Thank you very much, your efforts are very appreciated

[@kerrinnaude2777]

Thank you!

[@dee7ani]

Thank you professor for the amazing videos

[@wm6549]

Damn it. I was hoping to be first!

[@atop856]

Thank you this was very interesting 🙂

[@alekc6998]

Thank you professor, very clear and to the point. So much needed these times. Quick question: do you use ROC and ROIC interchangeably meaning the same measure?

[@basamnath3021]

Thank you Sir

[@basamnath3021]

My dad was also a professor and Dean of a large government university in India.

[@doshinwills3684]

Money!!! I am sure many didn't understand much. Even I didnt understand much of the Reinvestment part..lol. I need to see and learn until I understand.

[@richardgordon]

Wow, This is exactly what I need to stress test my portfolio! Many thanks🙏

[@basamnath3021]

I use portfoliovisualizer.com to back test. I run it for 2 to 3 recessions over a period of 25 years of history

[@richardgordon]

Basam Nath Thank you very much. I will check this out! 😎

[@basamnath3021]

@@richardgordon portfolio visualizer.com is free. Fastgraphs.com has trial period. It is also one of the best tools to see historical performance of a stock and forecasting of stock for various price-earnings ratios. Good luck. Best of all things to do is look into their 10k statement s of the companies before buying them

[@richardgordon]

@@basamnath3021 Thanks Basam. Yes, I know of Fastgraphs. Its very good. However, I'm subscribing to too many services already so want to keep things under control. The visualizer is very useful 🤔

[@sixinghu9291]

This is a free access to attend a NYU finance course. LOL

[@chockumail]

Very timely vedio on how to go to fundamentals again

[@sengvang3718]

Hard to value company based on fundamentals when the Fed backstops any bad choices made by companies.

[@priyeshjain1992]

slide 6, taxes should have negative sign instead of = sign.