It was expected that I would have built a financial model, be able to readily talk through the assumptions behind my projections and valuation and then explain which stocks I liked and why.

我应该建立一个财务模型，充分准备好谈论项目和估价等的各种假设，解释我选择哪只股票及其中原因。

youdao

We would avoid the strong temptation of purchasing shares of CSCO based solely on attractive valuation levels as the financial model is likely to continue to deteriorate, in our view.

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