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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (73335)8/14/2023 3:08:29 PM
From: Harshu Vyas  Read Replies (1) of 78462
 
Hi Paul,

Cool - will have to look at VALE, RIG and VWAGY in more detail. Added to my longlist - will have to study them further.

I dislike CROX - mainly because I feel they're a fad. Expanding too fast and taken on far too much debt imo - it's asking for something to go wrong. Also, I just don't like the shoes.

As for AMR, I hope you didn't buy because of Mr Pabrai. (By next qtr he'll probably be out of it ;D)
Coal is tough, to me - oil seems to be the better, more easily predictable commodity to play with. That said, I don't know enough about the coal markets so will have to do some reading up on that, too.

Thanks for the ideas.

Harshu Vyas
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