Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (56498)	12/31/2015 6:58:11 PM
From: Jurgis Bekepuris	Read Replies (5) \| Respond to of 78760

There are a lot of people on CoBF who do much more in depth DD on stocks and companies than people here on SI. I think that participating in SI gives a wrong impression that you can do lightweight two paragraph DD, use a Buffettology formula or two and easily outperform indexes. I had that impression for 10+ years. Then I went to CoBF and wow did I get outclassed. It's like going from a high school basketball team to NBA. And the problem is: it's not even clear that the guys on CoBF outperform consistently and a lot. Anyway, I'm not picking on you or Shane or anyone else. If your methods work for you - great. It's nice when you don't have to spend countless hours on 10Ks/Qs/industry primers/etc./etc. and can have outperformance with less effort. I'm just not sure it works anymore. :) Personally, I don't think I can do "Intense preoccupation with a narrow subject" and even if I could, I'm not sure I'd outperform. So... looking for other shortcuts haha. 10-15 years ago buy-and-forget-BRK was such shortcut. Nowadays... I'll let you know if I find one. ;)