Perfectly true, every word. The facts are indisputable, though most of the time it's probably not the facts that retorters take issue with. You have a certain style Madam, and one does have to wonder why someone with your financial nouse frequents the MSB forum reminding dreamers of their folly. No, it's not because your a shorter, or a manipulator, or a hedge fund manager, or even a benevolent bestower of wisdom - they are typically wise enough to adapt their delivery to the benefit of their audience. I appreciate that the back-and-forth is probably quite amusing, but I would urge you to consider the benefit that either you, or readers derive from your "style" (not your content - anyone can derive value from that if they're not too proud).
As an open and avid learner with no reason to ask but my own interest and education, I do have a question if you'd be so kind?
CSL is clearly 1st class, but by most traditional valuation metrics it certainly wouldn't be considered "cheap". You strike me as a through and through value investor, but often value investors aren't prepared to stump up the extra $ for "high quality" companies. I guess I'm just wondering if your a CSL holder, and if you did stump up the extra $ because of the Future free cash flow assumptions you used in you DCF valuation?
MSB Price at posting:
$1.63 Sentiment: Hold Disclosure: Held
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