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


To: Michael Burry who wrote (8153)9/4/1999 9:36:00 PM
From: jeffbas  Read Replies (1) | Respond to of 78822
 
I sure do!

If you have not owned Internet stocks or the top 50 market cap stocks and just equalled the performance of the remainder, you have underperformed. I see it as an insoluble issue as a major correction in those large cap stocks in particular will almost certainly and has (last Fall) dragged down the rest more.

I myself have resigned myself to this. However, I have to sleep nights and buy what I am comfortable with, even if it means I am handicapping myself versus the performance of averages which include these ridiculous ones.