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![BourbonCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::251912158.png) Bourbon Capital [@BourbonCap](/creator/twitter/BourbonCap) on x 50.1K followers
Created: 2025-03-10 13:04:38 UTC

XX stocks with consistently high long-term ROIC that you might want to keep on your watchlist

"If a business earns XX% on capital over XX or XX years, even if you pay an expensive looking price, you’ll end up with a fine result." -Charlie Munger

1) Lam Research Corporation $LRCX

Wonderful business and the Biggest pension fund in South Korea added

Long term ROIC >30%

![](https://pbs.twimg.com/media/Glrf61qWgAAiok6.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1899083977450807788/c:line.svg)

**Related Topics**
[korea](/topic/korea)
[south korea](/topic/south-korea)
[longterm](/topic/longterm)
[stocks](/topic/stocks)
[$lrcx](/topic/$lrcx)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/BourbonCap/status/1899083977450807788)