Mexican Investor Portfolio HY 22
Bear Market + Cash Available = 10 new holdings

I define my investment strategy as Quality Growth focused in Small Caps. Gonna talk about some of my investments in this space, since this app seems interesting!

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Cash Return on Invested Capital (CROIC)
One of the metrics I look at is CROIC - or, cash return on invested capital. Why?

1) Cash is king (you can't return Accounting earnings to investors)

2) Measurement of durable competitive advantage (excess of cost of capital)

Some leaders: $ZM $ADSK $QLYS $CRWD $NOW
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