Value in 60 seconds: The next best thing to a crystal ball

Is it manifesting and improving returns on capital or not? Because a lot of these metrics, again, the bankers can find a metric to make every deal look good. So can the Wall Street analysts if they like the stock. If it doesn't manifest in a better return on capital, then it's probably never going to generate cash flow. And everyone's trying to figure out what the leading indicator to return on capital Knowing what's going to happen before it happens, right? That's what gets people their yachts. Unfortunately, it's really hard to do. The next best thing is knowing what the market expects to happen and identify whether that looks too much or too little. That's what I always sell my analysts. Would you rather be a fortune teller or a critic of fortune tellers? Oh, I don't want to be in the business of predicting what's going to happen. Well, then beautiful thing about the stock market is we don't have to. Mr. Market does it every day. You just have to know whether or not we agree or disagree.