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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (30139)2/22/2008 11:51:51 AM
From: Jurgis Bekepuris  Read Replies (3) of 78687
 
I also bought a tiny position in NTWK.

GE - I am not sure how to value this one. I am surprised you like it when it has a large financial arm where all kind of shoes may drop.

I got some SWCEY on Buffett investment, but I won't touch other insurers for the same reason I won't touch non-Buffett banks: I have no clue what skeletons can be in their closets. I assume Buffett does much better DD on banks and insurers than I could possibly do.
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