Kroger and Part 2 on the External View and Base Rates (111)
This week’s podcast is about the external view and the importance of base rates. Berkshire-invested Kroger supermarkets is a good example of a company that can really be viewed externally.You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionCommon metrics for base rates:Sales growthGross profitability (gross profits / assets)Operating leverage. C...