The Minutes of Bill Gurley on roic https://minutesof.com/bill-gurley/on/roic/ Everything Bill Gurley has said on roic: 1 verbatim quote between January 2023 and March 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:03 +0000 Gurley's ROIC analysis showed Dell had a 10 to 1 advantage over Compaq in inventory and cash flow. https://minutesof.com/q/82a99cbf-a6fd-445b-b414-bc73855ef672/ https://minutesof.com/q/82a99cbf-a6fd-445b-b414-bc73855ef672/ “And they had like a 10 to one advantage over Compaq and the other companies because of how they work their inventory and their positive cash flow cycle.” — Bill Gurley Fri, 06 Mar 2026 02:57:59 +0000 roic