If Schroders had not suspected there were parallels to be drawn between the worlds of film-making and investment, here on The Value Perspective, then clearly Juan Torres Rodriguez and Vera German would not have invited producer Santiago Zapata to be a guest on their current series of podcasts on the subject of decision-making at times of uncertainty. What they had not realised, however, was that he would offer such a vivid illustration of key principle of value investing.