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Strategies & Market Trends : Value Investing
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To: Charshay who wrote (36863)3/6/2010 11:53:24 AM
From: Jurgis Bekepuris  Read Replies (1) of 78473
 
Charshay,

IMHO, Mike's activity on SI reveals much more entrepreneurial and media savvy person than the recent Vanity Fair article presents. I have no doubt he has some reservations on buttering up people (a lot of people do), but I agree with Paul that Mike did tremendous job of getting himself seen on the web when web was rather new and there were only a handful of investing gurus on the web. I wish I had an attitude to do what he did in the day. :) (I am much worse in networking-selling than even article-Mike is portrayed ;)).

Regarding his posts. You read them. I'll just comment that the atmosphere was different on the thread at the time IMHO. We were all younger and trying to learn the ropes and trying to figure out great companies to invest into. I think there was more heated debates about companies being or not being value investments. Now almost everyone has their own idea of what value investment is and - at least I personally - don't try to persuade others why X is or is not a buy.

IMHO, Mike was not much better contributor than others here. But you see, it is tough to judge person's forum contributions vs his or her investment performance. For example, I never liked his TA rules like selling on new lows. I am not sure if he continues to use them or not. I did not always agree with his picks. I disagree with Paul that Mike never brought up "story" stocks. IMHO, it was almost the other way, he suggested a bunch of story stocks, though perhaps not mainstream story. Was it things like GPS and ANF at the time?

Anyway, not sure if this is helpful. :)
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