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06/07/2021

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Shane Milburn

Excellent study! Thanks for sharing your thinking and study on this. Getting used to growthy valuations (or avoiding too much focus on traditional valuation measures) is - for me personally - one of the harder behavioral hurdles to overcome from fundamental standpoint.

After I read this, I looked back at some of the growth factors I use, and one not mentioned that I give a small weight in growth is longer term book value growth. (Mostly I use items higher up income stmt - sales, opinc, gross profit growth/accel like you mention, but did seem to find use for both very long and shorter term book value growth in a growth factor).

One thing I don't presently do that seems valuable is look at sales estimates - I hadn't thought they were sufficiently populated - so I definitely need to look at that.

Again, interesting study. Thank you for posting.

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