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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (4207)6/1/1998 12:55:00 AM
From: Ron Bower   of 78618
 
Paul,

"He, like many people on this thread, believed management was crucial.
"He insists on knowing a company's management personally."
"He liked companies he could understand (not tech stocks!), was attracted to companies with unbroken (or almost unbroken) 10 year record of earnings increases, and preferred debt-free companies - leaders in their fields - with stable management."

My kind a guy!

I saw an interview of him a few weeks ago. A very interesting person with some great stories and philosophies. And an excellent investment strategy IMO.

Ron
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