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

To: Paul Senior who wrote (44763)	10/3/2011 1:10:27 AM
From: Jurgis Bekepuris	Respond to of 78653

OT Do colleges in this day & age still get away with having foreign-born grad students whose English is incomprehensible as teaching instructors for undergrad classes? Yes. I was one. Yuh Americanz are whiny studentz, you gonna learn calculus schnella, schnella, silenz!!!! ;) Honestly, I had to take extra English and extra teaching-preparation class before they unleashed me on unsuspecting undergrads. I had great time taking English classes, since they were mostly one-on-one sessions with really smart - and cute - ESL professors. My teaching style still sucked. At least that's what the student feedback said. "Bad TA, gonna kill him". Guess they did not have guts though. ;))

To: Paul Senior who wrote (44763)	10/3/2011 1:16:12 AM
From: Jurgis Bekepuris	Respond to of 78653

I never considered looking at Paychex as an investment during those early and middle years... As value investors we almost never invest in early growth companies. Sure, my first investment was Iomega in the hockey-stick blow-up phase, but that's before I became serious value investor. ;) After that... all the growth companies in my space of expertise or my space of friends - I missed them all. Netscape, Google, etc.

To: Paul Senior who wrote (44763)	10/7/2011 11:50:58 AM
From: Madharry	Respond to of 78653

The problem with being a cheapskate, i mean value investor, is that growth stocks are never cheap while they are growing. The bank that I was working for in 1987 was one of the test licensees of Microsoft products at the time. I didnt have any money at the time but looked at the stock and it seemed very expensive at the time although i liked the products a lot. Similarly wife bought a dell computer in 1990 for $4,000. had she bought the stock instead i think it would have turned into several hundred thousand. I think the best we can hope for as value investors is to buy a good company when they stumble and then hold our noses and hold on when it starts appreciating like crazy. I did 1 and not 2 when it came to Disney and Apple. I hope I will have one more chance at this.