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Investing 501
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We have over 60 years of investment analysis experience. We have published investment research from the perspective of the buy side and the sell side. Our work has been used by institutions managing over $1 trillion in aggregate. We have published reports from both the long and short perspective... More
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  • $SPY DCF Myth 1: If You Have A D(Discount Rate) And A CF (Cash Flow), You Have A DCF!
    6 days ago
  • $SPY Think you can rely on macro forecasts to make investment decisions? You can't. Listen to Jim Grant
    Feb 10, 2015
  • $SPY "The result of one particular game doesn't mean a damn thing, and that's why one of my mantras has always been Decisions, not results."
    Feb 10, 2015
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