Value Investing 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 : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Burry who wrote (1951)	9/18/1997 4:34:00 PM
From: Jeff Maresh	of 78704

Hi Michael - I used to buy on Graham/Newman theory but I really didn't feel I was well enough equipped or had the time to do a lot of the research and this fact was reflected in my returns. I also strongly believe in Peter Lynch's recommendation to not buy what you don't understand. Since I'm in the middle of a technology career, Fisher's value approach fits well. And so far I've been able to still maintain pretty good downside protection. Also, do you mean Applied Materials? I bought as low as $25 last July and I'm still holding at around $100 although it's overvalued. (Yes - I am looking for an opportune time to dump it!) That was perhaps the safest tech value stock this decade! As a doc, you should be able to make the same kinds of calls in medical high tech issues. The gains can be higher than computer-related stocks. I never feel bad passing up a stock. In this respect the stock market forgives. There will be other good buys as techs correct as they have for the past 15-20 years. >I've been reading both Super Stocks and Common Stocks and >Uncommon Profits. Now I see what you saw in SGI back then. >I also understand better why Applix was such a steal this >spring. Regards Jeff

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next