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Avoiding the Express Scripts Falling Knife: Framework Investing Case Study

Erik Kobayashi-Solomon

April 26, 2017

In a recent article, I wrote at length about the importance of what Warren Buffett calls “…a sound framework for making decisions…” The framework that I employ is based on an objective, scientific observation of operational measures – revenues, cash-based profits, and investment spending levels – and a clear-eyed view of a company’s growth potential. …

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