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 : Buffettology -- Ignore unavailable to you. Want to Upgrade?


To: Moominoid who wrote (2994)1/31/2002 12:28:55 AM
From: LauA  Read Replies (2) | Respond to of 4690
 
How do you analyze something like Tyco? Can you trust their accounting?

My gut tells me that EP gets interesting in the low 30's. But I recognize that Buffettology requires more than just gut reaction.



To: Moominoid who wrote (2994)1/31/2002 12:43:44 AM
From: Shane M  Read Replies (1) | Respond to of 4690
 
A company like Tyco is not my game - has never showed up on any of my short lists. Some folks may be discussing on value threads as it's really an issue of breakup value at this point. I understand some feel the accounting is funky, but I just haven't looked.

Perhaps some others may comment.