Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote (48107)	10/19/2001 3:49:08 PM
From: Pirah Naman	Read Replies (1) of 54805

I'd consider that to be a macro-economic effect. Didn't Warren Buffett disparage the value of individual investors expanding energy on macro-economic considerations? Agreed, and yes, he did. I'm not suggesting one should do such a thing, merely that what Judith named as a missing piece was readily available. It bears keeping in mind that Buffett's suggestion of ignoring macro factors goes hand in hand with his insistence on a margin of safety in valuation, which in practice reduces the impact of other risk factors. But if one is going to play using a different strategy than Buffett, e.g., ignoring company specific valuation, then one should not expect the same kind of results. - Pirah

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next