There's always been a "rule" that when we've gone past 20 posts on an individual stock, the discussion should be taken to the specific stock thread. (If I recall correctly, that was requested by Mike Burry when he created this thread and supported by him when he was active here.)
The rule's good imo, because it does tie the stock comments to the specific thread and yet by a 20 post discussion here, value investors will have become acquainted with the stock and some aspects of it. And by then, people here either have decided they have no interest in the stock, or else they can go to the specific stock thread. Further, the people on the specific thread (who might not be reading this value thread) will, imo, benefit from reading the viewpoints of value investors on their thread.
The stated purpose of this thread is to look for value plays. It seems to me by about 20 posts on a specific stock, the play's been identified. While there's a lot more to learn about some of these stocks like Tyco (e.g convertible bond dangers), that too gets brought to thread's attention by 20 posts.
It's a good rule and has worked well for this thread.
jmo.
Paul Senior, who
is not the thread policeman
-gg-. Is it called Kafkaesque to have a rule that people don't know exists until they break it? |
