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Buffett values companies with a high return on invested capital from "summary" of The Warren Buffett Portfolio by Robert G. Hagstrom

Warren Buffett has a keen eye for companies that generate high returns on their invested capital. This metric serves as a crucial factor in his investment decisions, as it reflects a company's ability to efficiently generate profits from the capital it has invested. Companies with a high return on invested capital typically indicate a competitive advantage or a strong business model that allows them to generate substantial profits with minimal capital expenditure. Buffett's focus on high return on invested capital is rooted in his belief that a business's ability to generate strong returns on its invested capital is a key driver of long-term value creation. By investing in companies with a high return on invested capital, Buffett is essentially investing in businesses that have the potential to generate significant profits over the long term. This focus on sustainable profitability aligns with Buffett's investment philosophy of seeking out businesses with strong competitive advantages and durable moats that protect them from competition. When evaluating companies, Buffett looks beyond short-term profitability and focuses on the underlying economics of the business. Companies with a high return on invested capital are more likely to have a sustainable competitive advantage, strong pricing power, and efficient operations. These characteristics not only drive profitability but also provide a measure of stability and resilience in the face of economic downturns or industry disruptions.
  1. Buffett's preference for companies with a high return on invested capital reflects his disciplined approach to investing. By prioritizing businesses with strong fundamentals and a proven track record of generating high returns on capital, Buffett aims to build a portfolio of companies that have the potential to deliver superior returns over the long term. This focus on quality over quantity underscores Buffett's commitment to investing in businesses that exhibit durable competitive advantages and sustainable profitability.
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The Warren Buffett Portfolio

Robert G. Hagstrom

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