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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (11739)1/8/2001 5:26:06 PM
From: Bob Rudd  Read Replies (1) of 78498
 
Paul: While I tend to look at the filings to fill in the blanks, your comment "too "sophisticated" to be a good investment" struck home: If, upon looking at the filings, the situation is convoluted and complex such that if the 10k were printed out it would break the average coffee table with it's weight, then "Just say NO" is best course of action. Herb Greenberg has written about complex filings being a red flag, and I have some significant red ink in a complicated position to prove it.
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