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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Jacob Snyder who wrote (40200)3/10/2001 3:58:46 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 54805
 
>During the market bubble of 1999-2000 ... Value went out of style, because it didn't work for a prolonged period.

Tell that to Mike Burry and James Clarke from "Value Investing" thread or to Marty Whitman from TAVFX. I think that some investors received OK, though not spectacular returns from value investing through the whole bubble. Which is why value investing is nice - you can sleep at night, unless you are envious of 1000-bagger QCOMs.

BTW, even though I objected to the tone of message, there is some wisdom in the underlying info of this post:

Message 15427430

I just talked with a friend who asked me: "What crash? Dow & S&P have not moved down much..."

Jurgis - no, I don't buy net-nets, but I don't buy G&Ks@X00 PE either



To: Jacob Snyder who wrote (40200)3/10/2001 9:32:09 PM
From: tekboy  Respond to of 54805
 
1999-2000 and 1925-1929 are twice-a-century anomalies.

so aren't we lucky to be in a new century, then...

:0)

tekboy/Ares@enthusiastsRus.pov