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


To: Spekulatius who wrote (41229)1/28/2011 7:00:48 PM
From: nikkei86  Read Replies (1) | Respond to of 78613
 
"So I get stuck with stub position which I neither have a compelling reason to add too, nor I want to sell."

That definitely has to be frustrating. I'm not a big technical analyst, but I'm sure it would be helpful in building a position. For me, however, I just pile into a stock all at once. The commissions would kill me if I did otherwise.

"He was more an activist or even control investor and he was concentrated, so that he could make sure he could influence the outcome in a substantial manner, or where he had superior knowledge"

I'm actually more an admirer of Charlie Munger than Buffett. Munger is one shrewd guy. I don't think Buffett focused on the qualitative parts of a company until he met Munger.

But do remember their investments in KO, WPO, and even Blue Chip Stamps. I'm sure control helps a little, but you ultimately want a good company or catalyst regardless.