“A warrior is a hunter. He calculates everything. That’s control. Once his calculations are over, he acts. He lets go. That’s abandon. A warrior is not a leaf at the mercy of the wind. No one can push him; no one can make him do things against himself or against his better judgment. A warrior is tuned to survive, and he survives in the best of all possible fashions.”
After buying (well asking my Father to buy) my first investment in 2010 (Lupin), I’ve tried to understand valuation, tried a lot of different models, from Dividend Models to Liquidation Value and whole bunch of other Excel shenanigans, I believe I have distilled it into what I believe what you need to do early on.
If it helps let “me” know! If it needs more, let “me” know! Got a suggestion? Let “me” know!