8 Comments

great take a' la unique style of Edelweiss Capital ... thank you!

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Dec 17, 2022Liked by Edelweiss Capital

Excellent article

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Great post. Find it really useful to see what a good compensation structure is, as it is really hard to find them in most companies. I like to invest in owner operated companies as it makes things easier.

Regards,

Dani

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Hi Glenn, thanks. I am not sure because I looked at them several months ago, but I think they don't.

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Great research! ... wanted to understand for constellation example, besides the underlying factors for calculation of target bonus which is definitely great, how is the purchase of shares through the bonus payout is different than that of other companies who give out restricted share units with a vesting schedule.

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Great piece. Random question but are you aware if topicus publishes their average invested capital metric for ROIC calculation? I see CSU continues to post the average invested capital.

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