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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (5409)	12/11/1998 10:00:00 AM
From: Andrew	Read Replies (1) of 78740

paul, like you my only investments are value plays and also sold when fully valued. What I meant was of all the different types of value plays, the ones we have had best irr on always seem to be those that unlock into growth stories and we sell to others who take them to even higher levels. our best ones seem to be where we actually leave the most on the table. the other plays like PSO (which I still own james) really never convert into growth story and, while i make good money and good irr, never get to or take forever to become fully valued. thus I hold too long and reduce IRR albeit the investment was always more defensive/conservative due to its perpetual undervaluation. how about you?

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