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Strategies & Market Trends : Value Investing

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To: CitizenKane who wrote (58538)11/22/2016 7:25:44 PM
From: Paul Senior  Read Replies (3) of 78817
 
LBTYK. Wish I had your confidence--I'd take more than my typical few shares. Very hard for me to value this company because the metrics I like don't seem to apply. Here, for me, it's a bet that Mr. Malone will continue to do well for himself and his investors. And that Lou Simpson, Glenn Greenberg, Wallace Weitz, Christopher Davis, Warren Buffett, Jurgis Bekepuris, et. al. are correct in being in this stock (as of last reporting period anyway). I hope somebody among them has actually done some dd and considered the prospects for LBTYA/LBTYK's business, and that we're not all just sheep following somebody over a cliff. -g-
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