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: E_K_S who wrote (61170)	8/1/2018 10:40:31 PM
From: Spekulatius	Respond to of 78750

^ The wallpaper in this guys office is terrible.

To: E_K_S who wrote (61170)	8/2/2018 12:00:37 PM
From: Lazarus	Read Replies (2) \| Respond to of 78750

Reduced position in BBBY. PPC. Sold NSLN. CTT & ABX on watch

To: E_K_S who wrote (61170)	8/3/2018 9:44:48 AM
From: Graham Osborn	Respond to of 78750

You can't value gold. Only assets that generate cash have intrinsic value. I'm sure you've read this but it's so fundamental I reread it from time to time: fortune.com Gold or any commodity is essentially a supply/ demand analysis, which falls in the realm of speculation according to Buffett/ Graham. However, Rogers did publish a good introductory book called Hot Commodities. Rogers loved commodities and hated gold, which says something. He likes real industrial demand. On the monetary side the best method is probably Ray Dalio's. He recommends dividing the total circulating money supply by the total gold supply. Both supplies expand over time. More discussion on this method: reddit.com In my view this sort of analysis is not worth the time it requires.