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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (57560)7/18/2016 12:58:36 PM
From: Micah Lance  Read Replies (1) of 78957
 
I like that. I think it was Paul Senior who posted an interview of Howard Marks who said they use industry comparisons of recently acquired companies then use a FCF analysis as a "sanity check."

I guess my issue is with the FCF and the inputs that go along with it. I know it is important and will provide the necessary sanity check, but I just want to ensure I am using the correct inputs.

I think the best way to do it is to follow Buffett and others and use the government bond as the discount rate.

Thanks for the insight and help all!
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