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: Bob Davis who wrote (779)	9/17/1998 9:22:00 PM
From: porcupine --''''>	Read Replies (3) of 1722

Hi, Bob. A number of us, including myself, are already subscribers to your free e-mail newsletter. I think it's a great concept to try to identify undervaluation in small, overlooked companies. That's where Lynch said the "ten-baggers" are most likely to be found. And, similar to Buffett, you like to go out and "kick the tires" by visiting these companies. I don't understand how one human being can do so much work! <s> Do you worry that Advanced Deposition Technologies may be one of those situations where great engineers lack a keen sense of what sells and what doesn't?

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