Not exact matches
Recall that the core of our
investment philosophy is the notion that value is a function of the
present value of all cash flow streams, not news headlines, which often have little or no impact on the long - term viability of cash flow streams.
But I'd prefer, at this point, to err on the side of verbosity to ensure I
present you with all my underlying
investment reasoning, analysis,
philosophy — plus any examples, side comments etc. that occur to me.
We
present a compelling story on the value
investment philosophy, but at each step along our journey we pepper our analysis with empirical analysis and academic rigor.