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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (51808)	6/29/2013 10:43:23 PM
From: paulelgin	Read Replies (1) of 78751

The question that needs to be answered once and for all is what constitutes an appropriate topic to be discussed on this board? I would argue that options should be included in a value discussion - and many value "authorities" (Klarman, Carret, Greenblatt, Cornwall Capital) agree with me. Carret explicitly listed LEAPs in his twelve investment precepts: "12) - Set aside a moderate proportion of available funds for the purchase of long-term options on stocks of promising companies whenever available." This comes from The Art of Speculation, 1930 - his early work on value investing. I won't rehash Klarman, or Greenblatt, or Cornwall. The fact remains, individuals that wish to discuss options are currently not allowed to do so on this board, and I believe they should be. Our definition of value should be expanded to include mispriced/undervalued options.

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