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 | Comments Off