What information I use to value a business I think Montier is right when he says you should value a business by focusing on its key elements: “…Studies suggest that rather than obsessing with the bewildering informational fusion of news and noise we should concentrate on a few key elements of a business i.e. what [...]
Archive for the ‘The Basics – Part 3’ Category
My Investment Process – The Basics Part 3
Posted in The Basics - Part 3 on February 18, 2010 | Leave a Comment »
Categories
- Asset Allocation
- Competitive Advantage – 1
- Competitive Advantage – 2
- Competitive Advantage – 3
- Controlling emotions
- Customer Captivity
- Earnings Growth and Profitability
- Economies of Scale
- Falsifying scenario’s
- Group Decision Making
- Ignoring market moves
- My Circle of Competence
- My Discount Rate
- My Quantitative Valuation Model – 1
- My Quantitative Valuation Model – 2
- Normalising Earnings
- ROIC and Competitive Advantage
- ROIC versus ROE
- Talking to Management
- Technology and Competition
- The Basics – Part 1
- The Basics – Part 2
- The Basics – Part 3
- Valuing using scenarios
- When to Sell
- Will the business survive?
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