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: Jurgis Bekepuris who wrote (34019)4/1/2009 9:51:40 PM
From: Paul Senior2 Recommendations  Read Replies (1) | Respond to of 78958
 
Posts here which have a lot of detail often get recommendations. So the author can see that he or she has made a contribution that's appreciated. I don't recall ever stopping someone for providing too much detail. (Except where there's been too much discussion at once - more than 20 posts - of a particular stock. This being a subjectmark to find value stocks, not track them.)

People post what they will post. You've dumped on the thread before that there's not enough depth to dd here. Anybody who feels they want to or need to post more detail can do it here or on any of the other value subjectmarks. My opinion is that I don't see much detailed dd elsewhere either on these other moderated threads. So I view your wondering if it's me, my attitude, that isn't giving you the dd you want here, as not my problem.

=======================
"There were quite a few areas which could have improved your results in TRID. For example, understanding the business and TRIDs position in it, talking to management about their current situation and plans, talking to activist shareholders about their situation and plans. Or even delving more into the financials and understanding what is exactly there as well as the trends."

I find this ludicrous. Nice for scoring debate points; totally useless otherwise. The only thing to find out is the company is suffering and a big bet on it is foolish. Management themselves won't even make any open market purchases. Best to avoid the stock -- as your friend did. That is not what I want though. I know the company is floundering. Why else would it sell below cash value. I don't want to scare myself out of buying when the stock falls into in my model for a buy. Which is okay for me because I wouldn't put at risk more than .0025 of my portfolio into it.
======================================
Let's turn it from me to you. How much time and what dd did you use to conclude that TRID wasn't a buy? I suspect it took you only a few minutes to pass on the stock.

How much in depth dd do you provide this thread for the picks you list?

How much of the attitude in your posts affects what others are willing to bring forth?