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 Edition Common metrics for base rates: Sales growthGross profitability (gross profits / assets)Operating leve...