Subject: Re: Rankings for 1Sep2025
Note that MSFT fell off the ROE-Cash screen this week, similar to AMZN falling off last week. The LTD for the latest quarter, as reported by VL, jumped by $54B, from $40B to $94B. I don't know if this is a real jump or it's a change in the way VL calculates LTQ latest Qtr.

COST dropped 10 positions in the same screen, for a similar reason.

Elan