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 (3418)3/3/1998 11:27:00 AM
From: Ron Bower  Read Replies (1) of 78536
 
Paul,

The recent posts on 'buy and hold' make me reflect on our differences and the reason we often post in disagreement.

I have been reading every post you've made on SI for over a year because I highly respect your opinions. You are one of seven that I bookmark. I also track many of the companies you have bought even if I didn't chose to buy them myself. With some exceptions, the list is very impressive.

I follow you because I agree with your 'value appraisal' of the various companies. You have an ability to find the weakness and the reasons not to buy rather than looking for the reasons to buy. I feel this to be a mistake many investors make: letting emotion override good analysis of a company.

We differ in two areas: You are holding some stocks I would have sold. I prefer intensive research into a concentrated portfolio. We both 'value invest', just have a difference in strategy. I likely should lean more to your thinking, perhaps you to mine.

BTW - You have criticized my posts with much sarcasm. I encourage you to continue in that manner (as long as you intersperse it with some -g-). It is your wisdom I seek and I would hate to see it inhibited. Besides, your humor more than offsets the rancor. (Met your match with porc didn't you? I loved it.)

Thanks & LOL (both meanings),
Ron
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