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et al


One size analysis, fundamentally has severe restrictions.


RIN, a building company,

NAB, a bank,

BHP, a mining company,

QBE, an insurance company......etc


All have different business models, and thus different analytical techniques are required. This in essence is why Buffett coined the phrase; circle of competence


Without understanding the business model, you won't understand the elements of analysis to focus on when searching for value.


jog on

d998


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