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

To: Dan Meleney who wrote (43409)	7/19/2011 8:58:52 AM
From: Mr.Gogo	Respond to of 78651

I recommended the same before I read your post. I am reading it from a PDF file, so anyone who wants it, let me know.

To: Dan Meleney who wrote (43409)	7/19/2011 12:17:18 PM
From: Paul Senior	2 Recommendations Read Replies (1) \| Respond to of 78651

I'll challenge you guys again on Klarman. I'll pull my Klarman book out again and look at my notes. Every time I do, I just shake my head. I don't know what you want in a good value book, but for me Klarman ain't it. Message 25667578 1. What's a methodology or what are the techniques the author uses that I can apply in a similar way, so I can get favorable results too? Maybe not as good as the author, but something that helps me? Something that's actionable. 2. How about something that gives me some encouragement that I can do okay in investing if I use some of the principles that the author espouses? I got nothing actionable from Klarman. Not only that, I found it discouraging to read. Ooooh the world is so dangerous, and mistakes and losses are so easily made. It's a miracle if somebody makes money in the market. Margin is safety is so so so important and so difficult. ======== I been posting on Klarman's picks here for several years. As I often claim, I can't figure out why he buys what he does. Couple years back he was buying several SPAC's. What outsider can figure out what they are worth? And his biotech picks. Try to ascertain value there, let alone what the margin of safety is. It's inexplicable. I'm willing to bet on Klarman though -- to follow him into some of his picks. Message 26978155 Message 27094646 You guys who like Klarman's book -- so where are you putting your money after reading and digesting what he says?? In here's a list of some of his stock picks: Message 26969829 So odd that I trash the book but buy into some of his picks, and yet I don't see any of you Klarman fans putting any of your money into anything he buys. So how helpful or useful could this Klarman book actually be? Ha. --I guess everyone will have to read it. -g- -- and decide for themselves.