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Exercise frequency depends on how often one allocates capital. Frequent new capital demands frequent assessment. Less frequent capital allocation means less frequent analysis. Organic re-allocation frequency depends on the nature of the portfolio and the investor. Investments in large capitalization companies can approach intrinsic value over the course of a quarter in certain circumstances (check out MCD's chart over the past year for example). Since the equations involved in the exercise involve numbers that change on a quarterly basis (analyst earning projections - with all their inaccuracies) portfolio assessment on a quarterly basis seems reasonable as a starting point.

Rog
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