David Abrams Explains How To Value Stocks
Continued from part one… Q1 hedge fund letters, conference, scoops etc Abrams and his team want to understand the fundamental economics of every opportunity because, “It is easy to tell what has been, and it is easy to tell what is today, but the biggest deal for the investor is to understand what is going to happen two or five years from today.” Part of this process is to try and understand “Who has power in the relationships, what peoples alternatives are, what is the value to the customer or employees.” It is essential to try and understand these factors...