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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jacob Snyder who wrote (40200)	3/10/2001 3:58:46 PM
From: Jurgis Bekepuris	Read Replies (1) of 54805

>During the market bubble of 1999-2000 ... Value went out of style, because it didn't work for a prolonged period. Tell that to Mike Burry and James Clarke from "Value Investing" thread or to Marty Whitman from TAVFX. I think that some investors received OK, though not spectacular returns from value investing through the whole bubble. Which is why value investing is nice - you can sleep at night, unless you are envious of 1000-bagger QCOMs. BTW, even though I objected to the tone of message, there is some wisdom in the underlying info of this post: Message 15427430 I just talked with a friend who asked me: "What crash? Dow & S&P have not moved down much..." Jurgis - no, I don't buy net-nets, but I don't buy G&Ks@X00 PE either

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