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

To: James Clarke who wrote (12391)5/1/2001 7:40:32 AM
From: TimbaBear  Read Replies (1) | Respond to of 78610
 
Hi James!

So some inferences can be drawn from Mr. Buffet's position as you outlined it.

First, that top-quality companies would not be NetNets...."...Because in an environment where there would be that many net-nets available, top quality businesses would probably also be very cheap too and that is what he'd buy....."

The other inferences are more subtle.



To: James Clarke who wrote (12391)5/1/2001 4:11:15 PM
From: Bob Rudd  Respond to of 78610
 
Buffett on net/nets: According to notes I saw regarding bottom fishing among technology stocks, he said, "I've seen a list of technology companies valued below their cash, but they're determined to spend that cash, so it'll go away."


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