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

To: Jurgis Bekepuris who wrote (52253)	8/28/2013 6:09:34 PM
From: Jurgis Bekepuris	Respond to of 78751

Buffett has an interesting metric for portfolio performance: calculate your share of "owner's" profits every year and see how this number performs long term. Might be an interesting metric for portfolios although it could take a bit of work for diversified ones. It would be a lot of headache for accounts that have inflows/outflows. It could be done per-company, but then it only measures company's EPS growth, which might be useful, but different thing. When measured per account/portfolio, it measures the investor's performance in picking good businesses as well.

To: Jurgis Bekepuris who wrote (52253)	8/28/2013 9:28:12 PM
From: Mr.Gogo	Respond to of 78751

I am not following him much any more, but I think he has times when cash increases a lot and times when he is on a shopping spree, even borrowing when it is very cheap to do so, with OPTIONS. For me the most interesting is that he is singing the same song not only in public, but to a very very close friend.

To: Jurgis Bekepuris who wrote (52253)	8/28/2013 9:28:30 PM
From: Mr.Gogo	Respond to of 78751

I am not following him much any more, but I think he has times when cash increases a lot and times when he is on a shopping spree, even borrowing when it is very cheap to do so, with OPTIONS. For me the most interesting is that he is singing the same song not only in public, but to a very very close friend.