Mark,
I don't know if I should take that as a compliment. Take a look at my profile. I am an electrical engineer. I don't name my employer because I don't want to be asked questions about our results and future. I have been a member of SI since April or so. I happened to catch a message with comments about MRVC and so I have been interested to hear what you think of it. Based on some valuation measures, it may be pricey, but it is growing at a strong clip for about 5 years in a hot sector. They have not disappointed yet, of course you never know. I aspire to become a fund manager, not mutual fund really, but more a private fund, where I could just manage. I feel I could do a good job, though I have found that when I get the confidence, I should go into cash, as that means I have done too well too fast. Usually that signals that a top is near, and when I have lost a ton of money, it means that a turnaround is near. Anyway, I take it as a compliment, thanks. I agree it is a war against the best, but generally the camaraderie of SI is such that I feel it is more the Individual investor vs. the institutions in some ways. I should be wary of who I trust, but most on the threads I lurk, I consider to be friends.
Good Luck,
Ketan |
