I'm interested in starting to invest but a bit lost on where to start in terms of what companies to look at.
With an enormous universe of companies to invest in - how do you guys narrow it down to the ones to actually start to look into and analyze? What are your parameter and process here?
From there, do you all run your own DCFs or other valuation model or is that not necessary? If it's not, what are you doing/looking at to determine the value and whether or not it is a smart investment?
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