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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3320)2/25/1998 10:32:00 AM
From: Honest Abe  Read Replies (1) of 78507
 
Michael -

I find your posts in SI among the most valuable I read. One question though - as the starter of the 'Buffettology' thread, how can you say the following?

"I must say, after a brief fling with Buffett, I am moving
back to Graham/Tweedy Browne beliefs. True Buffett companies
are richly priced, and I can't afford to buy up that
much silver."

In moments such as these, Buffett would simply argue the market is too overpriced, and wait until there was a true Buffett company not richly priced. Maybe you simply subscribe to multiple value investing theories. That's fine. I personally have become a strict 'Buffetollogist'.
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