UF: I've been awake for all but the last 4 of 48 hours.
Some of the impatience and impertinance I have felt has crept into my words, and yes, I am sorry.
Perhaps rather than counselling me to review the last 43,791 posts (which does little to improve my frame of mind at this time of night), you would review merely a few of recent responses to me. Responses to views that are, as you point out, somewhat unique. At least they are well thought out and presented with genuine intent to be understood.
I have lurked here because the G&K method is good for picking stocks in which to invest. But I have long felt that it is exposed to the "buy a slice at any price" trap. Which my grandfather who was a financial advisor in 1929 warned me about. And I have long pondered this question. And then I saw it play out in technicolor. Cool. Not often does one get the opportunity to draft view, test it in action, and see the results unfold.
I am merely suggesting to augment the pure G&K strategy with an asset allocation mechanism so that such traps can be identified, mitigated, and avoided.
But instead of exploring ideas and seeking the grains of wheat amongst the chaff, and working with me, I am buried in a storm of chaff, some of which has been brought along just for the party.
And you sit by... and then "find that remark to be inaccurate and insulting". But did you bother to step in when inaccurate and insulting gauntlets were hurled at my feet?
No. I ask you with what wisdom do you presume my motives as malignant? Just perhaps, is it possible that you are seeing the response of a tired individual who is feeling a little more than beset and cornered? Urged on only by a desire to learn and explore and innumerable PM from folks who lurk this thread and do not post for fear of being treated to what I have suffered.
This is closer to my actual stand sir. Because this thread does not appear to be a very receptive place towards alternative ideas! And my mind is rebelling against attempts to be forced closed.
Am I here to preach "my" style of investing? No. This is G&K. But I'm not going to stand by and be told that what works for me doesn't work. Can't work. Is too difficult to work. Or to sit by and be dissed undeservedly.
Or assume a request to go read 43,791 posts is sincere and well meaning. Or allow you to duck from your responsibilities as a leader to lead. For you are one, and indeed I do respect you as such, and therefore hold you to a very high standard.
Good night.
And I will probably be less crusty in the morning. And I plan to let this whole thing wash away and continue posting (for the benefit of those who are asking me to) and contributing my thoughts and adopting the thoughts of others and synthesizing new views. If indeed that is worthy of contemplation.
I hope you will show similar grace under fire.
For what it's worth, I am sorry for getting out of line.
Well I was pushed. It doesn't diminish my culpability, but I feel better having said so. Perhaps you can understand. If not, no biggie. Tomorrow is another day.
John. |
