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

To: Graham Osborn who wrote (55619)	7/4/2015 7:22:04 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78628

Yes, Graham, I can't comment on your net-nets. I'm not really net-net investor currently. :) Mostly trying to create forever-hold portfolio of great owner operators. I also invest into moaty companies if I can see 15% annualized return. Also theme/cheap stocks if I can see a double in 2-3 years max. And some "lottery tickets" with zero vs 5-10x asymmetric outcomes. Of course, the best possibility is owner-operator with moat and 5x asymmetric outcome. :) But that does not happen often. ;) Take care.