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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (14586)6/10/2002 10:07:44 AM
From: Bob Rudd   of 78744
 
Paul: <<I feel like I'm in quicksand.>>Good analogy. Many of these sinkers illustrate Soros' reflexivity concept, where price and expectations not only describe, but impact, fundamental value. Despite the price likely being below fundamental value, bad news impacting price feeds back thru credit and possibly customer relationships to hit fundamentals. This fundamental impact is then reported and price is impacted. At some point either the Co. goes BK or the market recognizes that all actual & potential ugliness has been discounted. Decreasing reaction to negative revelations would be an important indicator of that latter condition.
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