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Andrew Sather

@ValueSpotlight

Co-host of @ifb_podcast. Founding publisher of Value Spotlight, our flagship newsletter service for investors.

einvestingforbeginners.com/the-investing-for-beginners-podcast-episode-list/
Joined March 2013
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Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)Photo by Andrew Sather (@ValueSpotlight)
The "Non-Cyclical" Commodity Secret? Most commodities like copper are volatile. But aggregates (concrete materials) offer rare organic growth. Why? Fixed supply of quarries + tough government permits = long-term pricing power. That was my lightbulb moment!
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Brazil has a population of almost 213 million people and a low debt to GDP of 77.5%. So far in the first quarter (August 2025), real GDP grew 5.7% on an annualized basis form the previous quarter according to Deloitte. How the country's payments usage is creating huge opportunities:
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Pay attention to what companies stop talking about. Example: PayPal used to highlight user growth—then suddenly stopped. Analysts noticed, management stumbled, and the stock began to slide. When key metrics disappear, it’s often a yellow flag.
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Small-cap stocks have outperformed large-cap stocks by 4% per year over the past century. Why? They grow faster and have more upside. Now imagine combining small caps with quality characteristics. That’s the formula for phenomenal performance.
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What is Return on Equity or ROE? Quick explainer to break it down.
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Is it ever forgivable when ROIC < WACC? Case study: $AMD
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The fact that Meta has retained a FLAT ROIC, with the following growth rates in Invested Capital (of course burning $69B, nice, in Reality Labs along the way) 2024: 42% 2023: 42% 2022: 24% 🤯
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Is the carnage in Alibaba over? ROIC seems to think so. Two things stand out after looking at 5 years of ROIC
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Top Quintile ROIC = Steady Compounding Case in point, $WSO Shares up +19% annually since IPO in 1989.
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Amazon's ROIC has officially crossed over its WACC (again). This with 25% YOY growth in Invested Capital. 🤯
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Can ROIIC show us improvements in business model? Checking $GM 's ROIC during EV transition
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ROIC + Executive Compensation =Alpha? Calculating ROIC for $INSW
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What creates buyback machines? Super high ROIC? Yep.
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Update to Uber's ROIC after latest earnings. Crazy stuff man
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Palantir's insane ROIC (Tutorial) $PLTR
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Calculating ROIC Contest (Tutorial): $META in <90 seconds
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ROIIC vs ROIC Grudge Match (Tutorial) Which is better? When is it better to use one versus the other? Find out as I calculate the ROIC and ROIIC of $NOW
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ROIIC (Return on INCREMENTAL Invested Capital) Tutorial $PANW You can easily find companies expanding their margins like this w/ the screener from @NewConstructs
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ROIC vs WACC (Tutorial): Donuts Gone Stale. Stay away from this value trap. One of the 18 Most Dangerous Small Caps on @NewConstructs platform for Dec 24. S/O to @finchat_io for their always quick and beautiful charts.
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10-K Footnotes Deep Dive (Part 3 of 3) Is Ford more liquid than it appears? It there a ceiling to the stock? $F 3 metrics to watch + Net Debt to EBITDA tutorial
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