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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (8880)11/4/1999 1:17:00 AM
From: James Clarke  Read Replies (2) of 79112
 
The model Mike cites is what I was talking about in my last post, though I have adapted it. But I cannot emphasize enough, the integrity of those few inputs are the key, and they are not something you can do by simply plugging in numbers off financial statements without understanding the business behind those numbers and that takes work and judgement. In my view, these models are just as dangerous as the PEG ratio "analysis" which we discussed yesterday if you don't understand how few companies they apply to and which companies those are.
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