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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: RAMc ✭  😊 😞
Number: of 15058 
Subject: Re: Why STZ - low ROE
Date: 05/17/2025 2:03 PM
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rnam: Jim, I am surprised by your statement that ROE does not matter much. I have read many of your “mechanical investing” stock selection posts where you use a minimum ROE to filter for “high quality” stocks.

I’m not Jim and I don’t pretend to be as knowable about investing but. . . .From running a large number of Machine Learning algorisms with different methods that measure different fundamental feature importances ROE always comes out as one of the top 7 or 8 factors if only looking to maximize 3 month gain. But it’s obvious that no one feature defines the whole investment opportunity and some gifted individuals like mungofitch and Manlobbi can solve the puzzle better than I.
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