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Guidance


Guest longinvestor
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Guest longinvestor

We know that Warren and Prem do not provide guidance to analysts because they are in the long term value creation business.

 

Question to the board, can we use this as one of the "subjective" screen / filter as we evaluate businesses for value? In other words, do we ignore a business which consistently plays the street game of providing and meeting quarterly (or even annual) guidance. Most companies do this, it is kind of like an imperative with all those analysts sitting in the room/on the quarterly calls.

 

Thoughts? Any references, commentary on this from the value investing stalwarts?

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