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Strategies & Market Trends : Fundamental Value Investing

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To: Sergio H who wrote (2346)	9/30/2012 5:44:14 PM
From: The Ox	Read Replies (1) of 4719

Excellent question. I have no idea how to answer it at this time. We are taking our portfolio vs. WB's portfolio based on a moment in time. With that in mind, I suppose my concept of "automatic reinvesting" should be applied to both portfolios, assuming that's what we decide to do. Since we are open to changing our portfolio based on the changes WB makes to his, I'm not sure the end result will be changed by how we choose to work our cash going forward..... Totally off topic, The Ryder Cup has been a wonderful example of the great game of golf. Both teams fighting to the bitter end, although using the term "fighting" falls short when view in a global context. Amazing play by both teams. I'm a bit biased, as I was able to be there earlier this week to see the wonderful venue they are playing on.

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