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I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about pageSubscribe to blog
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Category Archives: Margin of safety
The Dangers of DCF – with an example
James Montier who is a member of GMO’s asset allocation team (formerly at Societe Generale) had published this excellent piece about “The Dangers of DCF” in 2008. I came across this article last night. These and other excellent articles can … Continue reading
Posted in DCF, James Montier, Margin of safety, Stock analysis, valuation
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