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 : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Wyätt Gwyön who wrote (35007)11/18/2000 12:06:27 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Mucho Maas,

Thanks for the time-consuming, detailed response.

I wrote: We try not to lay claim to understanding the pros and cons of a company more than the next person because in the end, it doesn't matter what the next person understands

You responded: I sense you're becoming a bit fatalistic here. If you really think you can not understand anything more than the next person, then your odds of beating the market are a crap shoot. But obviously, you are trying to understand something or you wouldn't spend so much time publishing well-wrought studies of "front-office games" and so on,...

You're right that I try to understand as much as I'm reasonably capable of understanding. The issue is that I emphasize that here on the thread we try not to "lay claim" to understanding a company more than the next guy. It really doesn't matter whether or not Person A understands a company more than Person B. What matters, as you say, is that each of us tries to understand as much as we can.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext