How Does Our Long Term Estimate an Intrinsic Value Change?

i think it's sort of a personal philosophy, and i think it's a team philosophy too, and national, and maybe across the board, is gradualism. And most of what we do, so the decision making is not abrupt. Let's say to have earnings come out for a company this morning, and for whatever reason the stock is down ten %. More likely than not, we wouldn't be adding to the position this morning. We would want to listen to everything the peer of the competition is putting out this earning season. How does our long term estimate an intrinsic value changes then? At least it gives us the time to to be aware of what vice we might be having right

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