RE:RE:RE:RE:RE:RE:RE:RE:...someone is excited on Twitter XDavid Swensen one of the best portfolio managers suggested using enterprive value in pioneering portfolio management and discusses this very point and how you have to sum the debt, to consider only the equity means you're making major distinctions based solely on capital structures which are very personal and you will favour indebted companies on the basis of their "high yields" on equity