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

To: ValueGuy who wrote (42054)	3/30/2011 10:04:08 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78702

>>Third Avenue or Baupost Group? They seem to get good returns year in year out<< Well, as far as Third Ave is concerned, that may be true unless you look at Y2008 performance - many 3rd Ave funds lost 50%+. They have some good ideas but they also go spectaculary wrong, like with MBIA (when they argued in Y2007 that they deserve their AAA rating), banks like BFSB or Foster City ( A REIT) or stuff like Nippon Sheet Glass, Sapporo (which I bought at ~ 1/2 their price eventually).

To: ValueGuy who wrote (42054)	3/30/2011 2:04:05 PM
From: Madharry	Read Replies (2) \| Respond to of 78702

i think 3rd ave is pretty good however bear in mind that until recently whitman made most of the decisions there and he is probably the same age as buffett give or take. there is also a question of size. Now to some extent i am employing managers but through stocks directly like ttt, aab.to , slw, atusf, and even cdy. of course these guys are all pretty much in the natural resources space. OT anyone know why mhr and gmxr are doing well today? I mIGHT be late to the party but i took a small position in DBLE today. another case of my taking someone else's recommendation, who seems knowledgable in the space.