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Across three decades of work as corporate consultants, equity research providers and asset managers, we have come across some very common mistakes and misconceptions in the world of finance and valuation. The premise of The Valuation Edge is to shed light on some of the most common pitfalls and help our readers avoid them.
One goal of ours is advancing the discussion on valuation and portfolio construction best practices by sharing some of the wisdom and lessons we have learned by performing 20 million, live, out-of-sample valuation estimates. Many unique and valuable insights can be extracted from this massive set of data that we’d like to share with you.