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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (7430)	6/7/1999 12:28:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 78666

Mike, I am not better than anyone else here, but I assure you that if you had a lot of money invested in 1973-74, some kind of value parameter in a purchase would be religion not just style. AMZN going from 220 to 10 would be comparable in today's environment to what a hot stock like University Computing did then. Requiring some traditional measure of value actually has hurt me in technology investing where the companies with apparent value often are priced that way because of poor or deteriorating market positions. I suspect that is a major reason Buffett steers clear of them.