Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (7334)	5/27/1999 10:44:00 AM
From: Bob Rudd	Read Replies (1) of 78625

<<It's not about exit barriers or competitive advantage>> Value investors in a going concern bet that the price of a business underestimates the earnings flows going forward. Understanding competitive factors that might affect those flows gives one an edge in making that judgement, IMO. Porter's work provides conceptual tools for evaluating competitive position and strategy. It enhances judgement, but isn't the whole enchilada.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next