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Good analysis Born. Would you say you value these differently from the bigger brokers in town?
If not is picking stock trends more useful than running valuation models? The reason why I ask is that the valuation models are very well known but the top brokers use company interviews and future trend analysis combined with valuation metrics.
There are some good videos on the ASX with interviews of the top fund managers and they talk about their valuations, worth a look: http://www.asx.com.au/education/inve...ideos-2014.htm
Last edited by Schrodinger; 13-01-2014 at 01:11 PM.
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