SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (1707)8/17/1997 6:29:00 PM
From: Michael Burry   of 78911
 
I agree, Paul. When the market swoons, I doubt the
momentum players will seek value. Have you read
How To Pick Stocks -- Kiplinger's interview with all
the famous fund managers? The growth managers sound
about 1/10th as sophisticated as the value managers.
I doubt they even know how to spot value, and they
certainly won't throw money into the sort of value
plays we're discussing here. My guess is they will
raise cash and make timid steps back into the market--
providing the bumps on the way down.

BTW, I'm currently reading Stocks for the Long
Run by Jeremy Siegal. Interesting book that
contains a wealth of
information and data, though I find fault with
much of his logic and do not subscribe to his
conclusions.

Further, does anyone know if the Ken Fisher
of 100 Minds is the same Ken Fisher of Super
Stocks? If so, I wonder why so many of his
Forbes recommendations are un-super stock-like?

Good Investing,
Mike
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext