The best management teams have return on invested capital (ROIC) metrics in their compensation and are held responsible for acquisitions they make, not exempted from the metrics impact; this accountability creates alignment and ensures capital allocation discipline.

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Speaker

Joseph Shapashnik

Evidence Quote

The ideal situation is you have an element of return on invested capital as an element associated with management compensation and you don't proform of the deals...That's ideal. [29:17]

Source

The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long WinnersExcess Returns
Created: 8/11/2026, 7:25:53 AM

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