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

To: Paul Senior who wrote (49628)

10/3/2012 6:20:27 PM

From: Grommit

1 Recommendation Respond to of 78730

And you saved $2,345 by not attending.

Value Investing Congress
May 6 & 7, 2013
Las Vegas, NV

Regular Price

$4,695

Savings

$2,350

Your Price

$2,345

To: Paul Senior who wrote (49628)	10/3/2012 6:42:44 PM
From: Madharry	Respond to of 78730

if you have the guts there was also a write up of fiat from the contest that was thought provoking .

To: Paul Senior who wrote (49628)	10/3/2012 11:14:01 PM
From: Sergio H	3 Recommendations Read Replies (1) \| Respond to of 78730

Too painful to me to see how these guys invest -- how different they are from me and what they call value. Just like having to read posts from some people here. Ha! Most of the stocks that were discussed hold no interest for me - the value's too hidden for me, Me...Me..Me... And Me being this Message 28447522 Please explain how you support what you are posting as opposed to what you are finding painful. Stocks that hit new lows are not value stocks. Value stocks as defined by Graham are stocks that are selling for values that are not recognized by the market. If you want to go with Graham analyses stick to Graham anaylyses.

To: Paul Senior who wrote (49628)	10/4/2012 12:54:15 AM
From: Robohogs	Respond to of 78730

The hedge fund guys have an issue with tracked performance. They must find "value" stocks with catalysts to unlock that value right now. Some crazy stocks have been called value: AMZN by Miller comes to mind first. Jon

To: Paul Senior who wrote (49628)	10/4/2012 9:56:45 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78730

I've gone through the 2/3 of first day presentations so far. Not much interesting for me too. It's quite possible that some of these ideas will work out great, but they don't appeal to me. What do you guys think about NFLX long? Tilson's thesis is at marketfolly.com It's hard to value due to heavy investment into the streaming content. Both earnings and CFs are shot because of that. We don't know if they are overpaying and will never recover the spent costs. The only measure that can be used right now is P/S, which is pretty low. I am somewhat interested. Also Tilson - BRK.A - I still hold smallish position. I can't get myself excited to buy more, since IMHO Buffett replacements are not very great whatever he claims. But then I sold AAPL thinking the same and the post-Jobs collapse is yet to come. I was way too early although some signs of trouble are possibly emerging.