SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (23543)3/15/2006 6:36:08 PM
From: Brinks  Read Replies (1) | Respond to of 78625
 
You have done very well with you initial investment as per this stock chart in pounds. Note slope of upward curve !!

finance.yahoo.com



To: Paul Senior who wrote (23543)3/16/2006 9:46:28 PM
From: cfimx  Read Replies (1) | Respond to of 78625
 
one thing to keep in mind is what Graham called "margin of safety". with goog I don't see it. The search business is not a mature business and could change rapidly. A new search technology could be invented and it could be bought by aol msft ebay or msft. msft is committing major brain power to doing search better than google. Playing the "relative" value game is what hurt many a value investor in the late 90s. They relaxed their standards so they could "play". Having said that, the stock could do very well from here. Just pointing out that if it did, it wouldn't be because it was a value in the Grahamian/Buffett sense of the word.

regards

ps: you want value? you want value? psttt kri...pass it on. ;-)



To: Paul Senior who wrote (23543)9/2/2010 6:44:35 PM
From: Paul Senior  Read Replies (1) | Respond to of 78625
 
GOOG not working out for me. I'll continue to hold, may add just a bit. Comparable company Autonomy, recommended by Brinks (Where is that guy?) as a better alternative to GOOG, has turned out to be so. A triple since '06; I've reduced my AUTNF position today.

finance.yahoo.com