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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (31367)7/3/2008 4:50:22 PM
From: Jurgis Bekepuris  Read Replies (1) of 78482
 
Some of the things value guys got wrong, but for most of them (not counting Countrywide and Bear) the jury is really out. It is quite possible that Miller and Marty and Buffett will make huge returns in coming 5 years on their current positions. Judging their performance by 6 months to 1 year holdings is really not smart. MOST of value plays go down after they are bought, since no one is so smart as to catch the bottom. Let's revisit this in 5 years and see then which investments were great and which ones were foolish.

Of course there is always a risk of a take-under for undervalued investments and there is also always a risk of BK. Unfortunately for financials both of these risks are very real, as we see so far.
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