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Strategies & Market Trends : Value Investing

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To: Tapcon who wrote (30483)	3/30/2008 11:31:41 PM
From: Paul Senior	Read Replies (3) of 78614

I'm not a fan of Tilson. Too much an entrepreneur - I'll write, I'll start a hedge fund, I'll start a dividend fund, I'll start an "Investing Congress", I'll go on TV and get interviewed about "value", I'll write articles for Motley Fool; I'll write a column for Financial Times. I'll even start my own monthly subsciption newsletter about value. And... I'll put 20% of your money invested with me into Berkshire. (aside: That's the best he can do?) ...And I'll charge you a pretty penny for doing it. quicktake.morningstar.com ------------------------- Of course, that doesn't mean he's not right about the mortgage and credit market (or about Berkshire or his funds' other picks). I just pass on this guy though. He seems too very conventional mainstream value, too surface. Not really any good ideas I spot from his shop. Jmo, I could be very very wrong. And I have been recently with my own picks.

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