A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and how companies such as Emphase and Bloom could benefit. And in the final segment, the team answers a question about how trillion-dollar IPOs can send ripple effects through the market.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-Why return on invested capital (ROIC) is important
-Things to look for when companies are investing profits
-What needs to go right for Enphase Energy
-Bloom Energy’s potential moat
-How trillion-dollars IPOs could create market ripples
Companies discussed: Coca-Cola (KO), WM (WM), S&P Global (SPGI), Enphase Energy (ENPH), Bloom Energy (BE), Vertiv (VRT), Eaton (ETN), Schneider Electric (SBGSY), Space Exploration Technologies (SPCX), Rocket Lab (RKLB), Alphabet (GOOG)(GOOGL), Amazon (AMZN)
Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd
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