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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (11863)	1/16/2001 8:28:44 PM
From: Paul Senior	Read Replies (1) of 78704

Jeffrey Bash. okay, acknowledging your post. Been considering it past couple of hours. I can't provide a cogent response -- too many variables dancing in my mind. -------- amount of analysis: Senior (left side of continuum) vs. Bash (right side of continuum). Does investment analysis work vary with the particular stock/situation? Low hanging fruit vs. hidden value: low hanging should be easily (less work) seen. Benefit of more analysis of a stock gives greater chance to discern hidden value. Senior's operating premise: There is no relationship between detail analysis before stock purchase vs. investment success (the stock rises). (e.g. my opinion that in-depth cash flow studies are irrelevant to investment success.) (Benefit of detail analysis is to give confidence to hold on to a losing position until it becomes successful.) inefficiency determination. When? Before the analysis proceeds vs. after. When does one see inefficiency? If you didn't suspect inefficiency why would you start an analysis? How much inefficiency does one need to see before one takes a position. What is inefficiency? relationship of inefficiency to value: greater the inefficiency the greater the value. What about the importance of a catalyst? What is analysis work? -- Senior's view, Bash's, small investor's activity vs. professional analysts? ---------------- Oh just consider it stream-of-consciousness -g-. Not seeking any response... Paul S.

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