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Strategies & Market Trends : Value Investing
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To: Sergio H who wrote (49825)10/19/2012 2:36:22 PM
From: Paul Senior1 Recommendation  Read Replies (2) of 78702
 
Now we're getting somewhere. I had forgotten about that important article. Disappointed as I have that issue of FAJ here in my library, and I have referred to it occasionally.

And of course, his idea of security analysis changed too. "Essentially, a highly simplified one that applies a single criteria or perhaps two criteria to the price to assure that full value is present and that relies for its results on the performance of the portfolio as a whole--i.e., on the group results--rather than on the expectations for individual issues."

Just what I report here when I am buying value stocks.
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