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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Jurgis Bekepuris who wrote (54689)	1/2/2015 3:22:37 PM
From: mopgcw	1 Recommendation of 78620

most of the 300bps is due to 88% return in 2009, which might be luck and not skill. Chuckle. you are way ahead of everyone else with an honest understanding such as this. I remind myself everyday of this as well. secret of small investor outperformance is also "special deals" I would refine this as really an ability to play in smaller, less liquid issues. not really the special deals buffet gets. the GS deal type sht gets handed to him, that I will never see. easy to make 10%+ on that stuff. buying SFY debt on the other hand will not move buffet's needle, but be an impact to little fish like me. important distinction. underperformance in bull market is a real issue.* maybe. maybe not. depends on what your time horizon and rationale for those picks were. last week i picked up more CCLP and STO. I dont expect to make real money on those for five years. so the next 3 years of underperformance for me are irrelevant. there are times indeed to review your methodology and approach to see if you believe it will still apply in the market going forward or what you need to tweak in your approach. What went wrong, when, where and why? Could you have, should you have caught that? tough self reflection indeed is crucial and necessary. take care george

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