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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (13298)7/2/2002 11:38:09 PM
From: Paul Senior  Read Replies (2) of 78671
 
Looks like I was too early in taking some profits in Garan last year. Mr. Buffett now wants the rest of my shares:

biz.yahoo.com

Thanks again to whomever it was who mentioned that stock a couple years ago.

And again, mixed emotions about being involved in a deal with Mr. Buffett. Happy, that I could be in at much lower price, and that the value - at a higher price - has been recognized by him. Sort of frustrated in that the deal isn't really that great imo (for us Garan stockholders). -- Not paying a big premium seems typical of Mr. Buffett. And also, I'm sorry and disappointed that perhaps I really do not know - and maybe don't even have a clue - about what I own from a Buffettology perspective. If I did, I guess I might've or should've been adding to the position last year, not selling for smaller profits.

Paul Senior
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