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The JRo Show: Interview with Bill Nygren
Chit Chat Stocks
Focus on Quantitative and Qualitative Analysis in Investment Decisions
In investment decisions, analysts focus on quantitative aspects like projected sales growth, margin increase, and consensus expectations. When the analyst's forecast differs significantly from the consensus, discussions tend to be dominated by quantitative questions. However, when the real thesis is based on the disparity between business quality and market perceptions, discussions lean towards qualitative aspects. The investment ideas often revolve around companies not trading at the right multiple or ones with potential for rapid growth.
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