The Rewind: Something of Value
The Memo by Howard Marks
The Discounted Cash Flow Formula
The fact that a company is expected to go rapidly doesn't mean it's unpredictable. Some people have a better appreciation for the probability that they'll work or won't work. It may be a future that looks very much like the present, but judgment about the future is required. There are great examples in all industries of companies with long-term growth potential.
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