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Strategies & Market Trends : Value Investing

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To: cfimx who wrote (5501)12/20/1998 2:26:00 PM
From: Jurgis Bekepuris   of 78667
 
> I named TEN GREAT MMs plus Buffett/Mungerthat have
> repudiated Graham. I challenged you to come up
> with ONE WHO HASN"T and you couldn't.

Marty Whitman at TAVFX. Mario Gabelli maybe.
And I think the debate is
pointless - every investor/manager modifies
previous strategies as Graham and Buffett did themselves.
Paul Senior's Graham is not exact Graham, as Robert
Sanborn's Buffett is not exact Buffett.
Which does not mean that the old strategies do not
work anymore.

Good luck

Jurgis
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