The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (11828)	2/10/2000 2:37:00 AM
From: Robin	Read Replies (3) of 15132

I have been listening to Bob's radio show for the past several years. I have a high respect for him and in my opinion his October 98 call was one of his best calls. During the past years he has made number of comments that made me to suspect the market timer model validity, for example he has refused to accept the possibility of new economic parameters are being created by the .com industry and hence he has tried to value the .com industry using the parameters he understand best. Can he really apply old economy parameters to .com industry? I don't know. No one knows if the old economic rules can be used correctly to value .com industry, even Greenspan not sure if we are in a middle of industrial revolution or this is just a pop. Bob needs to acknowledge that there is a change going on and it could be a pop or something big. He reminds me of Warren Buffet where he refused to understand technology stocks and missed a life time opportunity. Warren Buffet will never recover from his mistake. This is reflected in his stock price, currently being alot lower than the October 98 correction price. Bob is refusing to value the .com industry using other parameters, and I fear he may end up to be wrong most of the time going forward. Remember about his comments on amazon.com about a year ago or so, and amazon.bomb article in Barrons? In my opinion Bob needs to stick with his call (right or wrong) but use this as an opportunity to re-evaluate his market timing model and take a look at the .com industry with a fresh perspective. If he refuses to do this I am afraid he may end up to be part of the past just like Warren Buffet is today, (I am currently long on BRK.b). As an individual investor I have benefited alot from his suggestions and I don't want to see him to belong to past, he may need to re-examine his parameters with a new prospective. I don't want to switch to other radio stations on Saturday's, just like I have stopped reading Barrons. Best of luck. Thanks

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