"Timba, this wasn't really addressed to you. I didn't remember who talked about it. I thought I made it clear in the post that the judgments made should be considered personal. I brought this up to further discussion."
I'm not quite sure what you mean by this paragraph. I mean, how personal is a public posting on a popular web site? If the comments were only for Paul, then why not send him a private message? If you wanted further discussion, then that is, in part what I am providing, so why the comment about your remarks not being addressed to me? And, although you stated your opinions were personal opinions, does that mean they can't be questioned by someone who isn't clear on how you derived them? If so, then I apologize for not understanding that.
I'm glad you are happy in your subjectivity, to whit: "I, however, welcome my own subjectivity into my analysis..." However, since this thread was started using Ben Graham's objective analysis of securities, I tend to look for more objectivity in my investment decisions.
If there are elements of your selection style I don't mesh with, it doesn't matter, because I guess it works for you.
I'm not trying to talk anyone into an investment in MFW, nor really trying to be argumentative. Just trying to understand as many different methodologies as possible, and present a reasoned outline of some of the factors influencing my investment decisions when it seems appropriate to do so.
Timba |
