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

To: LauA who wrote (16840)	4/13/2003 4:58:15 PM
From: TimbaBear	Respond to of 78652

TimbaBear - I would suggest that you avoid guys like Munger and Buffett, because they sprinkle their conversations with those kinds of 'humorous' slurs. A slur is a slur, no matter what the social position of the utterer. While I appreciate reading about the thought-provoking investment styles of those who post here as well as those of Munger and Buffet, it does not automatically make any of them above criticism. This forum only becomes the venue for such criticism when it strays from its valuing of corporations orientation. If Munger or Buffet posted to this site, and made those kinds of slurs here, their notoriety would not have prevented my responding to them in like fashion. They deserve my respect only in like measure to what they give me of theirs. Jobs strategy always puzzles me... me too. I had divested myself of most of my AAPL holdings about a year or so ago. It seems to be a case where buying it close to cash value just seems to be an investment dollar trap. AAPL does not value the shareholders in any meaningful way that I can perceive. I think this Vivendi thing will blow over and I'll probably unload the few remaining shares after it does. I like your other points regarding the Vivendi offer. Timba