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Strategies & Market Trends : Buffettology
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To: jhg_in_kc who wrote (282)9/18/1998 6:48:00 PM
From: James Clarke  Read Replies (1) of 4691
 
You are right that Buffett has held a lot of cash at other times in the past. And most of those times, an investor would have been much happier if he had sold too. Just before the big bear market in the early 70s, he actually liquidated his fund and gave his investors their money back. Talk about integrity.

If you send me a link to that HBR interview with Michael Dell, I'd love to read it. Maybe I'm missing something. I know Dell has a different business model. What I question, and this is what differentiates it from Buffett stocks, is why nobody can copy it. Sorry to get this started - this is probably not the place to debate Dell, unless somebody is willing to make a systematic Buffett case.

JJC
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