Stocks
3 souls carry this. Every one shows a real answer before you take it.
All 3.
Tenbagger Hunter2 credits
Peter Lynch
Can you tell me the story in two minutes, in crayon? Not the dream, the story: who buys it, why they come back, how the earnings…
Read the fileNYU valuation professor, the Dean of Valuation2 credits
Aswath Damodaran
Neither, until you value it. Write the story first: who pays you, why they pick you, what kills it.
Read the fileMagic Formula creator and special-situations legend2 credits
Joel Greenblatt
First figure out what the idea is worth if it works, honestly, on the back of an envelope.
Read the file