Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (45768)	12/2/2011 6:51:52 PM
From: Spekulatius	Respond to of 78673

re Kyle Bass, predicting the end of the world and then investing in a busted biotech, an amusement park company emerging from bankruptcy and a heavily indebted, moneyloosing defense contractor. it's almost sounds to funny to be true. I think all these investments may make sense but they hardly seem connected to the macro theme that he is talking about in CNBC. All those stocked most likely will get whacked way more than the SP500 index if things are really going downhill from here.

To: Paul Senior who wrote (45768)	12/3/2011 8:48:34 AM
From: Madharry	Read Replies (1) \| Respond to of 78673

This is a value thread, but the value is frequently dictated by macro events. I find it astonishing that there is a lot more coverage of the various Occupy....s than MF global. It should not take so many weeks to determine what has happened with funds in customer accounts to a regulated entity like MF Global. There is now information that futures and security funds have been commingled with MF Global funds and this had been going on for weeks and not days as previously reported. This is evidence to me that: a. the regulators have not been doing their jobs. b. regulations need to be examined and changed so that whatever MF Global did doesnt happen again c. law enforcement needs to arrest former senior management, take away their passports and file criminal charges. In times like this we should remember the saying that the market can stay irrational a lot longer than people can stay solvent.

To: Paul Senior who wrote (45768)	12/4/2011 12:30:28 PM
From: Jurgis Bekepuris	1 Recommendation Read Replies (1) \| Respond to of 78673

OT? World as we know it may be coming to serous danger point, so one of his twelve positions is now in something like Six Flags? Obviously, this company is prepared for a roller coaster! :) And something called API Technologies, that hasn't shown a profit in five years? A company that hasn't shown a profit in five years has nothing to fear from a global meltdown! Just think, what's the worst that can happen to it? It will show a sixth year of losses? :P :))))