SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (3272)2/21/1998 7:15:00 AM
From: valueminded  Read Replies (3) of 78516
 
Paul:

Although I appreciate your sarcasm and the evidence of your utter disdain for anyone who would dare doubt the value of this market. my question still remains. If you were to look for valid short candidates, what would you look for ? The opposite of value plays (your analogy to walking and walking backwards) does not work. Nor should it

My letter said there were a lack of value plays, not that there were not any. If you run screens of net current assets, (classical Graham) screen you find maybe 10 hits - if you further filter by looking at insider holdings, how they received them etc. the list falls even further.

Additionally, although this may be anathema to those on this thread, I think that a portfolio should be balanced. In my case, I am long 90% and short 5-10%. Unfortunately, I have done a lousy job at selecting shorts, (something I freely confess) and the point of my letter was
not my interest in becoming bankrupt but what would set your alarms off about a stock. thanks
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News