The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (750)	9/5/1998 10:20:00 PM
From: Kirk ©	Read Replies (2) of 15132

Thanks Justa! Great summary and i copied it over, giving you full credit, to suite101.com for those on the "Free Plan". I'll add that I thought that the Discussion of Dell's valuation interesting, though Ken Brown on the other thread lists the book values that show Dell is still a bargain compared to the internet companies, but still way too high! I like the image of a fighter getting up for another round after suffering a knockdown. The unexpected floored him and his model but he is still looking for the market to do what that market does, go up! He mentioned several times not to have valuations more than 4% in any company unless you work there then it is 10% max. I might consider this when HWP goes back up! 8) regards Kirk out

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