Monday, December 28, 2009

Valuation: The Untold Truth

"Ned has a tremendous ability to call it as he sees it. Perhaps it’s simply the lack of investment banking biases at NDR;.perhaps it’s something in the Florida orange juice, rather than the NY water. Whatever the reason, we appreciate you, Ned. And we aspire to do the same. It is in this regard that we’ll outline a few additional truths about valuation. Specifically, we’ll discuss the relationship with inflation, the Fed Model, and forward “operating” earnings."

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