Archive for July, 2010

  • Filter the Noise
    Posted by on July 25th, 2010 at 9:01 am, Comments: 0

    Share on StockTwits “The wise are instructed by reason, average minds by experience, the stupid by necessity and the brute by instinct” Cicero We are […]

  • James Montier Looks at the Flaws of DCF Models
    Posted by on July 11th, 2010 at 3:41 pm, Comments: 0

    Share on StockTwits In this paper, James Montier points out the absurdity of using the Discount Cash Flows model to value financial assets. Our empirically […]