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

To: Paul Senior who wrote (20250)	12/13/2004 8:22:01 AM
From: Rock	Respond to of 78565

Well stated Paul. I particularly like your comment on DD. It's kind of like applying any of the various valuation methods (discounted $-flow, P/B, <$, etc.) when you do your DD, no one model or combination of models will guarantee performance but they all help put you on the fish. As for diversification, I think the best line was from one of the more recent linked articles. I can't remember the old sage that said it but his base premise was that you can never know what's going to happen in the future. Given that premise, his line was that "If you like everything you own, you're not diversified." Hard concept but well worth pondering.