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

To: Spekulatius who wrote (49671)	10/6/2012 11:34:20 PM
From: Sergio H	Read Replies (1) \| Respond to of 78751

Thanks CB. That is exactly my point. Paul buys more stocks than a typical ETF or mutual fund. So, from a value perspective.... how is it working out? Instead of saying its time tested, why not look at it and see if we can learn something? Don't understand all of your post or how it applies? I am just looking at analysing value and not necessarily evening the playing field by buying illiquid stocks. The biggest advantage that individual investors have is that they can deal in stocks that the funds usualy can't touch , for lack of liquidity or because they don't fit within their investment agenda. Sure you could try to run a concentrated portfolio but in many illiquid situations, you could only put a few thousand $ in, so you need many of them to make an impact. If you are saying that Paul's value metrics work because he can buy into stocks that mutual stocks and ETF's can't, then let's examine that. Why not?