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

To: j g cordes who wrote (15140)	8/12/2002 11:23:52 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 78748

Yes you are certainly right. But Buffett's basic ideas, e,g, looking for something special about the company which keeps the competition from proliferating, is valid for any kind of investor.

To: j g cordes who wrote (15140)	8/14/2002 11:23:10 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78748

j g cordes: I would agree with your thesis that size and recognition can provide Buffett with some unique advantages versus small players, but there's also relative disadvantages such as the difficulty establishing or liquidating a meaningful position at decent prices. I suspect if Buffett were our size he would apply same core investing principles in terms of valuing businesses, but would operate differently, taking advantage of flexibility afforded by smaller size to enter and exit positions more quickly. I also suspect that Buffett our size and without the reputational advantages would outperform Buffett with reputational advantages but hampered by Berkshire's size.