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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (4756)8/22/1998 3:50:00 AM
From: Michael Burry  Read Replies (1) of 78608
 
Ok, as long as we keep Graham and Buffett separate. If you are buying what you think is a Buffett company on Graham's criteria, then you're probably in error on one or both fronts. Mistaking a Graham value for a good company and holding on too long is as grievous an error as selling just because a stock is down. The former is apparently too often not recognized out of fear for executing the latter.

Mike
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