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Strategies & Market Trends : Buffettology
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To: jhg_in_kc who wrote (2540)6/16/2000 3:36:00 PM
From: Michael Burry  Read Replies (2) of 4690
 
jhg, trying to find the "next microsoft" by examining a a gambit of small companies with big potential and oversized market caps is not the goal of this thread. Your RMBS is duly noted. I'm quite liberal about including technology companies under Buffett's criteria even though he would not. Responsible investors posting a few times on why they think a company is a Buffett stock is ok. But there has to be some limit. On the value investing thread it's somewhere around 10 posts of total discussion before the topic is pretty much exhausted. Rambus has always been a high risk play. Now there's high reward. But it's still high risk, dependent on unpredictable decisions by a select few companies. It's becoming a waste of everyone's time to check on the Subjectmarks and see new Buffettology posts, but instead of new ideas it's the same old Rambus. The Rambus thread is where all future discussion from interested parties here should be directed.

Thank you.
Mike
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