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

To: Jurgis Bekepuris who wrote (60603)	3/27/2018 5:18:06 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

FB. Half a "no brainer". I believe you have all the information you need to make the buy decision now. Only brain activity is to determine position size, and whether to lag into it -- and conclusions from that activity could be significant. After today's downdraft and my recent FB buys, FB is a 4% position in my account. Considering the Kelly Criterion (essentially buying more, the more you believe you can win than you might lose), 4% is not a big position. So as I look at myself, either I don't believe the stock is really a no-brainer here, or I'm too afraid to act appropriately (buy large) even if it were, or maybe some of both. === I'm not recommending the stock to anybody. I'm figuring for me, if I can hold on, the probabilities are favorable for the stock to rise eventually. But who knows? Hence, not a really big bet.

To: Jurgis Bekepuris who wrote (60603)	3/27/2018 6:09:06 PM
From: Spekulatius	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (2) \| Respond to of 78748

Re FB - there are no brainer, but FB does look cheap, unless you believe that their franchise is irreparably damaged. My own small samples side seems to indicate that the users don’t care much. I have seen users complaining on FB about FB, but in my opinion, this doesn’t count :-). I added to FB and GOOG today. Both FB and GOOG are User data leeches , but that is what makes them useful for advertisers and also users.I like it when GOOG automatically pupate my calendar with hotel bookings and flight schedules. LinkedIn May be the worst data leech of all, but I got a job through it once. Orwell was right and wrong at the same time. These big brothers are good at what they are doing and they are laughing all the way to the bank.