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: paul_philp who wrote (48419)	10/28/2001 1:15:21 PM
From: Jurgis Bekepuris	Read Replies (2) of 54805

Paul, >you really cannot tell the difference between >Don's posts and Mucho's post? If you really look hard >at them you cannot tell that one person is trying to > make a contribution and the other is trying to make >a point? There is a saying that the road to hell is paved with good intentions... If one starts with faulty premises it is very easy to build an ivory tower on the clay feet. No, I don't deny that Don is very intelligent and well meaning. Actually, I enjoyed his "Basic Investing Assumptions" post and I agree with most of his 12-point beliefs there. I also think that his project hunt reports are very detailed, though IMHO with bullish bias. But I can repeat that I thought that his recent general G&K investing posts were poorly based and very obscure, in effect not providing any useful information. If you want me to discuss concrete disagreements, I can do it, but it will take some time and may fill quite some space. ;-) Also you said somewere else: >IT WAS A BUBBLE. MANY PEOPLE MADE MANY MISTAKES. YOU > INCLUDED. GET OVER IT. The problem is that there is still bubble in a lot of stocks and it looks like some (most of?) people did not learn anything. I think Mucho and I are trying to say that. But then, maybe the thread is right, the valuation discussions should be forgotten again and only the pongid genes should be discussed. Let's put it this way. I would be much more happy to hang out in Buffetology thread. Unfortunately - and perhaps partially because of my inaction - the thread died after Mike Burry and James Clarke left SI. So I'm an orphan posting on a thread that is only partially related to my interests. That's why I am inconsistent in critisizing and just lurking. Jurgis - or maybe we just don't have hearts

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next