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

To: Spekulatius who wrote (50458)12/29/2012 11:29:01 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78717
 
I don't have access.



To: Spekulatius who wrote (50458)12/30/2012 12:51:02 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78717
 
I looked at both the long and short writeup on WU. I think both sides have good arguments, but both are overrelying on the expectations. The outcome will depend on who's expectations come closer to reality.

At current valuation, I keep my position for now, but I probably won't add to it.


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