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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: jambo-bwana who wrote (34512)	1/3/2001 9:03:18 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 35685

>> anyone whose portfolio takes a hit of +25% in less than 6 weeks should be a shade wary of feeling qualified to offer investment advice That would rule out anyone who had money in the Nasdaq during that period <lol>. I wasn't offering to give you investment advice, JB, just to answer any questions you might have. If you asked me for a stock pick, I'd suggest you put your money in a CD, read the Gorilla Game, The Warren Buffett Way, The Innovator's Dilemma and Beating The Street. Upon completion, you'd be better qualified to make your own stock picks. Btw, my portfolio returned 30% today, leaving me just a tad shy of my November total. >> I believe that you have posted that the bulk of your investment experience has been over 5 years or so. Your investigations have led you and some others on this thread to some incorrect conclusions, JB. My investing career began in the late '60s, when I bought the Signetics IPO. In the early '90s I decided to concentrate my assets in index funds, as I was too busy with parenting and my career to do the dd necessary for active investing. I resumed my active investing career at the end of 1995. One of your threadmates is under the assumption that I was employed by Cisco. That, too, is incorrect. I hope their bias against me didn't influence their decision to short csco, as I'd hate to be responsible for their trading losses. >> I am younger than you are Don't feel unique; many people are <lol>. >> However, let me offer you some advice... Intersting. Isn't that exactly the basis of your criticism of Voltaire? You're one cut lower - at least in his case, he is responding to requests for advice <gg>. >> Bruce Brown has an interesting post regarding the relative performance of his non-tech portfolio during this period. Bruce is a respected member of our G&K group, and in fact has assumed a leadership role by joining our Round Table. I'm glad you enjoy his posts; I always do. >> Go back and read some of the comments by Paul Senior on your thread some time back. He was "driven away" as have others who have sought to offer counsel in this regard. If I remember the situation, Paul came to our thread preaching the evils of over-allocation to tech, and recommended energy, gold, etc. The Gorilla Game is about investing in high tech, and G&K is dedicated to using its principles to identify Gorilla and King portfolio candidates based on the metrics Dr. Moore developed. Paul's unsolicited advice was regarded as intrusive. If you went to a Synagogue and start preaching Christianity, you might find yourself in a similar situation. >> Do you recall posting something relatively recently to the effect that you have now learned the value of portfolio management? With all due respect, the fact that it took a severe market decline to teach you that lesson, is indicative of your naivete when it comes to the fundamentals of investing. With all due respect, that comment is more indicative of your lack of reading comprehension. My portfolio management comments were based on the results of diversification moves made during the period covering 12/1/99 to 2/1/00, which preceded the nasdaq correction. >> I never doubted for a moment that the gorilla thread would have its comeuppance - it was a matter of time. Those sound like the words of a jealous and bitter person, JB. If you read G&K regularly, you'd find that there has been no panic among the GG gang this year. We've calmly gone about the business of performing ongoing dd on identified candidates, searching for new ones, and analyzing our successes and failures. >> I prefer communicating through public postings - except when there is something of a sensitive nature. Me, too. I only suggested it because I have your public posts on <ignore>, along with some of the other "activists" on the Critical Investing Workshop. If I hadn't been alerted by a friend, I would not have been able to respond to your mischaracterizations and misrepresentations. uf

To: jambo-bwana who wrote (34512)	1/8/2001 10:17:38 PM
From: tekboy	Read Replies (1) \| Respond to of 35685

I never doubted for a moment that the gorilla thread would have its comeuppance - it was a matter of time. what makes you think the gorilla thread has had a comeuppance, you cretinous twit? the Naz may be in the toilet, and tech investors there and all over SI may be hurting, but the G&K has kept its intelligence, its good humor, and its sense of community throughout the drop--even as other threads have erupted into name-calling, in-fighting, and so forth. Constructing something valuable yourself is a bit more strenuous than picking obsessively over the droppings of others. When you've managed to do it, maybe someone will finally pay you the notice you seem to crave. tekboy@comeupthis.com