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To: paul_philp who wrote (48419)	10/27/2001 5:39:28 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

f you really look hard at them you cannot tell that one person is trying to make a contribution and the other is trying to make a point? We seem to have succeeded in persuading JS to contribute to the thread in a less confrontational manner than was the case when he first arrived. Perhaps there is hope for Mucho as well. <grin> Maybe he got a little defensive when we accused him of not having a heart and caring about American families. I found the AQR essay Mucho brought to the thread earlier today to provide many interesting counter arguments to common stock market "sayings" that are often accepted as truth and taken for granted. Best, Huey@backtolurking.com

To: paul_philp who wrote (48419)	10/28/2001 1:15:21 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 54805

Paul, >you really cannot tell the difference between >Don's posts and Mucho's post? If you really look hard >at them you cannot tell that one person is trying to > make a contribution and the other is trying to make >a point? There is a saying that the road to hell is paved with good intentions... If one starts with faulty premises it is very easy to build an ivory tower on the clay feet. No, I don't deny that Don is very intelligent and well meaning. Actually, I enjoyed his "Basic Investing Assumptions" post and I agree with most of his 12-point beliefs there. I also think that his project hunt reports are very detailed, though IMHO with bullish bias. But I can repeat that I thought that his recent general G&K investing posts were poorly based and very obscure, in effect not providing any useful information. If you want me to discuss concrete disagreements, I can do it, but it will take some time and may fill quite some space. ;-) Also you said somewere else: >IT WAS A BUBBLE. MANY PEOPLE MADE MANY MISTAKES. YOU > INCLUDED. GET OVER IT. The problem is that there is still bubble in a lot of stocks and it looks like some (most of?) people did not learn anything. I think Mucho and I are trying to say that. But then, maybe the thread is right, the valuation discussions should be forgotten again and only the pongid genes should be discussed. Let's put it this way. I would be much more happy to hang out in Buffetology thread. Unfortunately - and perhaps partially because of my inaction - the thread died after Mike Burry and James Clarke left SI. So I'm an orphan posting on a thread that is only partially related to my interests. That's why I am inconsistent in critisizing and just lurking. Jurgis - or maybe we just don't have hearts