An aside, I have had my share of calls from consultants who tell me they have
an earnings quality model that covers the whole market.
Not exact matches
1) Business Strength: the
quality of the economic
earnings of the company and the strength of its business
model based on its ROIC.
This observation is based on our analysis of each of the fund's holdings for which we
model the
earnings quality and the future cash flow expectations embedded in the prices of each of the holdings.
Overall, these estimates provide the first direct evidence of the extent of heterogeneity in the effect of college
quality on subsequent
earnings, and our estimates point to the need to consider such heterogeneity in human capital
models that incorporate college
quality.
Companies with stable business
models, strong balance sheets, and good
earnings quality tend to produce free cash flows in excess of their reinvestment needs.
If you add in some
quality metrics (eg, to filter out miners over-investing), this tends to throw up situations where metrics like ROE may have been impeded by some temporary setback (which might affect your valuation
models negatively), but where the underlying cash flow /
quality of
earnings remains strong, or small growing companies where cash flow is improving at a faster rate than
earnings, and it's just a matter of time before
earnings (and therefore valuation) catch up.
This proven
model gives Sumo Digital high
quality and visible
earnings.
I am excited about a position with an explicit emphasis on value creation, value recognition and execution of strategies to consistently deliver profitable
earnings growth through the development of empirically based, complex financial
models to optimize executive the
quality of the executive decision making process.