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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (56498)	12/31/2015 6:58:11 PM
From: Jurgis Bekepuris	Read Replies (5) of 78758

There are a lot of people on CoBF who do much more in depth DD on stocks and companies than people here on SI. I think that participating in SI gives a wrong impression that you can do lightweight two paragraph DD, use a Buffettology formula or two and easily outperform indexes. I had that impression for 10+ years. Then I went to CoBF and wow did I get outclassed. It's like going from a high school basketball team to NBA. And the problem is: it's not even clear that the guys on CoBF outperform consistently and a lot. Anyway, I'm not picking on you or Shane or anyone else. If your methods work for you - great. It's nice when you don't have to spend countless hours on 10Ks/Qs/industry primers/etc./etc. and can have outperformance with less effort. I'm just not sure it works anymore. :) Personally, I don't think I can do "Intense preoccupation with a narrow subject" and even if I could, I'm not sure I'd outperform. So... looking for other shortcuts haha. 10-15 years ago buy-and-forget-BRK was such shortcut. Nowadays... I'll let you know if I find one. ;)

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