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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7188)	5/18/1999 9:06:00 AM
From: cfimx	Read Replies (1) of 78470

>>It goes in the long-term hold, Buffett-like stock for me. Pairs to my AAPL and my APCC as Buffett-like tech stock long-term holds. << stocks with temporarily high roe's do not a buffet stock make. There is something vexatious about seeing his thinking reduced to this kind of simplistic comparison. It's just too easy to wave his name around a stock as if it was the national flag. Well it shouldn't be that easy. aapl, for example, is about as FAR from Omaha as you can get. We are talking Antartica here. It's a stock YOU bought. THAT doesn't make it a Buffet stock.

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