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

To: Paul Senior who wrote (10814)	6/29/2000 6:13:00 PM
From: Ken Ludwig	Respond to of 78520

Paul, I make everybody crazy. It's a gift. Thanks for putting me in the same sentence as Clarke but I am certainly not in the same league. I don't think of myself as a stock picker but a company picker. I can't always decribe how I reach my conclusions but my fundamental basis for investing is "Would I own the whole company if I could?" Almost everything in my portfolio fits (like you, I make lots of mistakes). I have owned a number of start-ups, consulted with small companies in disasterous situations or with fast growth problems and as a result have a pretty good feel for when a company has hit the tipping point for progress. Intuitive thinkers drive analytical thinkers nuts and you return the favor. I'd like to think that we can find a way to use both approaches and benefit thereby.