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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: CYBERKEN who wrote (9417)	11/7/2002 11:29:35 AM
From: RCMac	Read Replies (3) of 9719

Better men than you have drawn similar conclusions over the last century. They all died broke, and raving mad... Cyberken, LLCF, a/k/a DAK, is clearly not, and unlikely to end up, raving mad -- read his shrewd posts. The ideas set forth in his post have probably made him more cautious than some of us, but, having read a lot of his posts over several years, I'd guess that they've led him to a high cash position, with some gold and maybe a few irresistibly-cheap biotechs -- not to gold, leveraged short positions, and lots of canned goods and isolated country property (that's the stuff that can drive you "raving mad"). --RCM

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