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

To: Seeker of Truth who wrote (15085)	8/6/2002 1:15:51 PM
From: TimbaBear	Respond to of 78568

Malcolm Bersohn I'm glad that the DELL analysis served as a help for you. That is the best compliment I think I could have gotten! I have always liked this board because of the sharing of ideas and analyses and strategies. I have gained far more than I have given. Incidentally if you want to buy an insurance company, can you do better than Berkshire Hathaway? While I cannot argue that Warren Buffet and Charlie Munger provide a good influence for the managers of the insurance components of Berkshire Hathaway, I still haven't found a way to quantify risk exposure. Good management is definitely an important factor in the investment decision-making process, however, it is not a sufficient one for me. If I don't have confidence in the fundamentals of a company, then how will I know how to proceed if I discover (usually well after the fact) that Mr. Buffet has lightened up his holdings in this or that company? Timba