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Subject:  What is 47X63? Date:  2/11/2013  3:20 PM
Author:  MrTompkins Number:  13489 of 24245

This is a follow up to RaptorD2's question regarding due diligence. I believe the following passage from an investment manager who was interviewed for the latest Graham & Dodd newsletter at Columbia sums up my view and experience (a lot quicker than me trying to explain it :) (Also ties nicely I believe into rjf53's comments.)

Generally speaking, we're big believers in the notion that you need to focus early on in the analysis on the major drivers of what's going to make or lose you money in the investm