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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Graystone who wrote (90038)7/25/2004 3:22:58 AM
From: Graystone  Read Replies (1) of 90042
 
Value

The new land has grown and the environment has been enriched through the lives and deaths of many participants. The vast corporate killing fields of the bubble explained so many deaths that we often fail to realize that the new land is made of people who may have left for other reasons. I do not have to extend far to find a plausible reason for Doug Nadworny's absence from Silicon Investor. Doug, like Tim Luke and the other members featured in these stories would make his last post to SI on July 25, 2002. Doug's profile contains 92 posts and that number of posts reveals a fair bit of information about Doug, it is apparent he is interested in "value".
Value has always been an SI drawing card, discussions here are often valuable, valuable opinions are often dispensed and entertainment value is often considerable. Doug is from Calgary, he studied at the University of Calgary and is involved in the data processing industry. Doug may not realize that in coming to SI seeking value he is actually bringing value to SI. In reading through the posts that Doug left on SI it isn't hard to find investment scars. Doug admitted to buying AREM on May 3, 2001 for $16.52, I am sure that was a valuable lesson, indigestion was a symptom just four weeks later. Doug's favourite stocks have done alright in the last few years, so if he didn't get wiped out by a few bad investments he might still have a portfolio, at one point Doug admitted to being long a Mexican chicken ranch. Doug's posts become separated by larger time periods and in his search for "value", his last few posts seem to focus on Warren Buffet's methods. Doug will talk about safe harbours in the coming storm and it may be that he did sense what was coming, in looking back, the weather at that time seemed relatively storm free.
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