At the right price...
Iirc Sandy Chen had a book on an ROIC methodology for bank - sensible framework i seem to recall.
Nice post! When reading '(high growth increases stickiness)' at the top i intuitively believed it was a typo and the reverse holds true and further down zou seem to agree referring to Citi's low deposit growth. Could you confirm? Thx!
Iirc Sandy Chen had a book on an ROIC methodology for bank - sensible framework i seem to recall.
Nice post! When reading '(high growth increases stickiness)' at the top i intuitively believed it was a typo and the reverse holds true and further down zou seem to agree referring to Citi's low deposit growth. Could you confirm? Thx!