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

To: john harris who wrote (2628)	12/3/1997 10:52:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78632

Re: A spreadsheet that does the "Buffettology" calculation I've developed a spreadsheet in Quattro Pro which does the Buffettology math in the second part of the book. All you have to do is enter inputs. It is best used in conjunction with the book, but it may be helpful to those of us out there who don't have a financial calculator or would rather a simpler way of doing the calculation. It includes a future value conversion on the dividends that was left out of the book. A Nike example is included. The spreadsheet is available on my web site in the bookstore under the Buffettology listing. You've gotta right click and "Save Link As.." and you have to have Quattro Pro as far as I know. Good Investing, Mike sealpoint.com

To: john harris who wrote (2628)	12/4/1997 8:16:00 AM
From: Wink	Read Replies (1) \| Respond to of 78632

Thanks John, I just ordered the top 2 at AMAZON. Will get my feet wet and then try some of the others mentioned. The "TAO" book is out of print! ;>)

To: john harris who wrote (2628)	12/4/1997 9:49:00 AM
From: Paul Senior	Respond to of 78632

John Harris: thought some more about Phil Fisher's books. I have read them all. I guess I'll have to review them again. I say now his books are not useful for the beginner here on SI. Because: 1. He recommends very thorough research including knowledge of management. 2. He recommends or advocates holding the chosen stock "forever". 3. This means the investor can only understand and own a few companies. 4. His record is not public. He's had some excellent results of course with TI and MOT, but I'm not so sure of his FMC. Yes, this method works for Fisher and maybe for others and maybe the body of knowledge of investing is based on some of his work, but for somebody starting out... these methods are not really how the average investor wants to invest or, given that there are other methodologies, needs to invest. JMO, Paul Senior