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

To: armi who wrote (43633)	7/30/2011 3:46:02 PM
From: badi_	Read Replies (1) \| Respond to of 78742

1. As soon as it is in my disposition. 2. I agree, the portfolio as a whole didn't experience a Black Swan in the past 15 months, but particular stocks definitely did. 3. I never said I reject value investing as a whole, I even think it is the most realistic of all popular strategies. But I avoid the biased thinking you may want to read this post Message 27515656, I avoid what's trendy because it is a sign of fragility, I may even sell short what is trendy. I don't buy Extremistan stocks when they are up no matter what good data they publish, like Google for example, nobody knows how further up it will keep on going but on the long run it will definitely be replaced by a direct competitor or something new and unexpected. I have a few cents I am ready to invest, but they won't go to Google anyway. Black Swan stocks are like fireworks you don't know how far they will keep on going in the sky but most surely they will fall back. A great example of how conventional analysis can be misleading are the financial companies that went bankrupt in the late crisis, take Lehman Brothers for example, they had wonderful ratings shortly before they collapsed. May be I'll get into options trading to short sell bubbles just like Taleb does... Anyways after 15 months the strategy is still young and the research goes on. BADI