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


To: sjemmeri who wrote (20071)11/15/2004 11:39:29 PM
From: Brinks  Read Replies (1) | Respond to of 78986
 
Steve

Thanks. No problem at all. What counts is my brokerage account balance.

I appreciate eveyones input on this thread!! We learn from all.

BTW Paul I enjoyed your post today. Your approach is very different than my own. I guess I have always kind of followed Buffet's comment to Michael Schaefer. To each his own.

BTW there is only about 20 net-nets now. There are other places on the internet that follow these from time to time.

I went back recently and looked at the performance of the 600 net-net in July 2002. I was surprised at how well they had performed. I have refined it over time to further reduce the risk or increase the "margin of safety."