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Expectations Investing with Michael Mauboussin
Motley Fool Money
How to Separate Factors From Fractions
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How do you determine the difference between a one % type company and a company whose valuation is completely off the rails? We looked at historical diffusion models to see how. we can triangulate these different techniques to get a sense of it. There are certain businesses that have a option value right, which is an option is the right, but not the obligation, to do that. And if there are market leaders in uncertain markets with smart management teams and access to capital, they may be able to see opportunities as they present themselves.
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