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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (40821)12/27/2010 4:13:43 PM
From: armi  Read Replies (2) of 78751
 
...future cash flows and some kind of cost of capital.

Quote please? I missed it.

--

for the record, I actually did the exercise as I read Buffettology. This made me conclude that I shouldn't use "Threshold" DCF because the future is THAT unpredictable. Rather, finding the intrinsic value and trusting the ability of stocks to correct over time has been the barebones of my thinking right now.

I always appreciate talking to you Jurgis, your posts have never been short of amazing (:
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