SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (11163)9/14/2000 2:11:34 PM
From: Madharry  Read Replies (1) of 78498
 
All I can say about ldp is better late than never. I've always appreciated your comments Paul and am happy for your successes. I tend to take larger positions so I can;t buy everything that is recommended here. for better or for worse i am focussed on tech. I did not like ANF. I dont like the apparel companies. congrats to all who bought in and have doubles on it. I wish I had bought rbk at 8 though. i dont remember the circumstances but I also tend to run 100% invested and am heavily into alsc, cege , mrvc, ldp . and stuck with sofn, bfre , acec, madgf. in short something has to be screaming at me to buy it right now, as I have to sell something else to buy it. lately all my spare change has been going into ldp, on which i expect to do much better than 20% annualized. I dont begrudge anyone for not investing stocks i mention. everyone has their own personal circumstances, industry preferences and risk parameters.
I am leery of arbitrage because I can't tell when or what is likely to make the deal goes bust- See GLIA.
Personally I think its the right thing to post your own picks if you benefit from others. Also someone may point out that you have made a mistake somewhere in your analysis. J.Bash, M. Burry and you have certainly been helpful to me in that respect. When all is said and done we are here to make money and I have certainly benefitted from reading and posting on this thread and I will continue to do so. I just will have to follow you around and read these other threads too now. <BG>
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News