To determine if their is a difference between the price and value of a company we believe five moving parts need to be very well understood:-
1 The costs of the company and how they compare to competitors
2 The product and the pricing power on that product
3 Regulation and government influence
4 Macroeconomic influence
5 How different companies interact with each other and suppliers/customers
6 How the market structure has evolved and is influenced by factors 1-5
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