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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (9472)	12/31/1999 4:44:00 PM
From: Madharry	Read Replies (1) of 78576

it is not a comparison between INt and VARL Paul, I do not know INT at all, and I am in VARL at lower levels, but I do believe that conceptually it is important to distinguish between companies that have high growth rates and between monopolistic companies with high growth rates. Qualcomm I believe is such a company. I am not willing to pay the premium for it though, and I am willing to take my chances that VARL will hold its own for awhile and it is a much much lower market cap. While I thank you for the superlatives I do not believe they are warranted. Few of the ideas that I discuss here are of my own discovery. I am fortunate to be able to mine the wealth of ideas contained on this thread and on many others. I do think that the buy and hold tax advantage is one that is frequently ignored by the value camp, but Warren Buffet has really based his fortune on his ability to purchase companies that have been able to grow for decades and contain properties that make them monopolistic such as the Washington Post and Coke. That is really his genius that is difficult to duplicate. Happy New year to one and all.

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