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

To: MCsweet who wrote (14200)	3/30/2002 4:36:47 PM
From: 249443	Read Replies (2) \| Respond to of 78740

"I hate to be controversial, but why are so many people on this board fixated with Warren Buffet?" I don't think you are being "controversial" at all. I agree with you. I hope you don't misconstrue my Buffett comments as a "fixation" on Buffett. I posted a reply to someone who thought Warren Buffett is "senile". In hindsight, my response was not appropriate to this individual. I am not fixated with Warren Buffett: I would not buy any of his current holdings except for HR Block -- at a much lower price. He has been a very successful investor and it is interesting to hear how he made his money. But I agree with you that we all need to have individual financial plans to succeed with an appropriate risk/return model. I much prefer to read about Paul Senior & the regulars on this thread (TimbaBear) -- and what they are buying. To be honest with you, I have a lot more interest in Charlie Munger. His insights, as discussed in OID, are a tremendous resource. But I will stop a Charlie discussion. I don't want to be accused of a "fixation" on Charlie.... :) MCSweet -- it's good to hear from you. I believe the Tyco issue was the last time I had a chance to exchange thoughts. You post some great ideas & thoughts.

To: MCsweet who wrote (14200)	3/30/2002 9:21:19 PM
From: LauA	Respond to of 78740

'fixated' seems to be a pretty strong word, but please accept my apology if I'm the one whose psychopathology offends you. Turns out that this board is entitled Value Investing. Mr. Buffett is the greatest 'value' investor alive, and perhaps the greatest investor of all time. Why not invoke his name and concepts, early and often? He's never written a formal 'How to' book, yet he is one of the most incisive and prolific writers on the investment scene today. I would characterize his communication style as 'reverse Socratic'. I consider Warren Buffett to be code encompassing Ruane, Miller, Gipson, Mason Hawkins, Goldfarb, Klarman, Whitman, Brandes, Nygren, Jim Clark and Mike Burry. -I've shamelessly stolen from them all. But once you get hooked, it's hard not to share needles. Lau