My personal preference would be to allow latitude for discussion on a broad range of value related issues. Growth at bargain price, Net-net similars, Buffet-like, Graham-like, even the occasional overvalued short based on value-oriented ideas. Excluded would be nifty 50's, high PE, PS, PB unless considered as valuation short. In addition, discussion of factors related to valuation like EVA, competitive strategy, evaluating management, accounting issues, investment books, net sources and so forth would fit. I appreciate contrary opinions expressed with civility, courtesy and mutual respect. Flames, rudeness, touty or inappropriate posts are rare and broadly unappreciated by most posters on the thread. IMO, this thread has fit the above description with minor exceptions.
bob |
