SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: hoyasaxa who wrote (12876)7/30/2001 9:34:56 PM
From: Valueman  Respond to of 78525
 
Not Fairfax. They would NEVER own something like JDSU. They are strict value investors, and actually have(had?) a large put/short futures position in the Nasdaq and S&P. I can almost guarantee you would find zero tech in their portfolios. Go read the annual reports of the last few years. Prem Watsa was very bearish on overvalued technology.