Our positioning is
purely valuation based; we have nothing against U.S. stocks.
Not exact matches
The face - to - face meetings only inform his long positions, he points out — shorts are
based purely on
valuations.
This structure is
based on a
purely mathematical fit to price behavior, and does not reflect any
valuation considerations.
In his view the
valuation of goods finds its origins in the selection of sacrificial animals «in the cult, not in commerce (which knows no
basis for typology, but remains
purely individualistic).»
Regardless of the metrics, I consider
valuation a
purely quantitative exercise,
based almost entirely on past / present financials — whereas a company's prospects & potential earnings belong to another entirely separate qualitative analysis.
And right from the outset (of TGISVP), I chose to rely on a
purely valuation -
based approach.