Damodaran

Dice que para buscar empresas que esten por debajo de su valor intrinseco hay que fijarse en varias cosas:

– Que no sea por que tienen mucho riesgo
– Que no sea por bajo crecimiento
– Que no sea por mala calidad del crecimiento

Recomienda buscar firmas que no esten de moda y no salgan todos los dias en la tele y/o periodicos,

"I have always believed that, as an investor, you need to bring something unique to the table to be able to take something away in terms of excess returns. In other words, just as we look at competitive moats for successful businesses, you have to think about your competitive moats as an investor."