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Strategies & Market Trends : Value Investing
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To: Daniel Chisholm who wrote (8871)11/3/1999 5:27:00 PM
From: James Clarke  Read Replies (2) of 78624
 
The company you describe does exist, or at least something very close. It is called Genuine Parts.

I am not thinking of "growing into" its valuation. That's not the point - the valuation is what it is today, not 10 years from now. The key diffence b/t my valuation and Paul's is that mine is grounded in the sustainability of that high ROE. That is what my model screens for before even messing around with valuation, companies that might be more likely to have high (but not too high) and consistent ROE for the next ten years because they had high and consistent ROE for the last ten years.
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