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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (48731)	7/12/2012 2:17:14 PM
From: NikhilJog	of 78661

hahaha. naw its ok. all i was saying is that sometimes definitions are an agreement in principal but their application can be a little varied. I have made the point i wanted to make via my earlier posts. To answer your earlier post on klarman et al, I have personally met 2 of the 4 names you mentioned within the last 6 months and have spoken about their investments and discussed some of my ideas and they both look for value with catalysts. In addition, i work with a guy who worked with M Price for 1.5yrs and we talk about how he invested all the time. I know some people will now say i am tooting my own horn, but the only reason i said I have met individuals is bcs when i say value guys are looking for catalysts then i am not just saying it for the heck of saying it. Also, i do agree everyone does not not always look for catalyst. sometimes you invest with only low multiples in sight and thats "totally fine". But i don't. Low multiples are just one criteria for me to consider a stock. Value and realization of value are two different things. Either way, it was a good discussion. it got people talking about things which is always good:) Thanks Paul.

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