Graham and Doddsville -- Value Investing In The New Era Message Board

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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: Freedom Fighter who wrote (463)	7/3/1998 10:04:00 PM
From: porcupine --''''>	Read Replies (1) of 1722

Wayne:, re: torontoinvest.ndsn.com -- Great link, and nice, cleanly presented Web site. PS: The articles about stocks not being around that meet Buffett or Graham's differing criteria continue to completely miss the point. The one at: text.morningstar.net is particularly obtuse on the matter. Noting that Graham and Buffett employed different methodologies, it asserts that they had different definitions of Intrinsic Value. Of course they did not. Economic value is about cash return on an asset, period. What did differ was the indicia they focused on to identify undervaluation, as befit their differing temperaments, circles of competence, and the economic climate of their respective eras. The question for today is not what methods Graham used in 1934 or Buffett used in 1974, but which methods would someone adopt in 1998 that will identify undervaluation in a handful of the 1/3 of the stocks that inevitably nicely outperform the averages going forward.

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