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.
Technology Stocks : SEEC, Inc. (SEEC)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ratan lal who wrote (497)6/20/1998 1:51:00 AM
From: P. Ramamoorthy  Read Replies (1) of 1031
 
ratan lal - Re.:Warren Buffet. Have you 1. Met the Management
2. Been to their office . Met with the key employees 4. Studied their plans . Analyzed their financials 6. Checked out the industry
7. Checked out the competetion And these are only items that come to mind without even knowing what other DD Buffet does

Is this something you picked up from a recent book on Capitalist Buffet? Looks like these are things that a trainee-analyst does, in order to get his feet wet in the industry. Buffet has time to do this? He is perhaps no. 2 behind Gates. Was it Sam Walton no.2? Buffet would rather join the Board but not spend time traveling to some place to meet some chief financial officer to check out numbers. Why he would visit him or her whereas he remembers the balance sheet numbers better than the Chief financial officer or CEO of corporation? He loans a huge amount of money at a favorable conversion rate so that he pays 50 cents or less on the dollar for the stock. He says he does not understand technology and he wouldn't touch a tech stock with a 10-foot pole even if it is MSFT or INTC or CSCO that has appreciated 300-400% in a year or so. He does not care. Why would he be interested in a y2k-driven stock like SEEC or a possible 200-300% appreciation?

All Mike Milde wanted to do was to point out that SEEC was undervalued.

If you really want to analyze this stock according to Buffet's or Graham and Dodd's value criteria, we would like to hear it. In fact, you may want to post your analysis in "Buffetology" thread, a thread participated by certain members of Value thread. Let's hear it.

If "giddy guru" is around, he would be interested too in your analysis.

Good luck. Ram
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