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To: Jay Mowery who wrote (20874)	2/23/1998 4:46:00 PM
From: porcupine --''''>	Read Replies (2) \| Respond to of 36349

OT: should porc start Value Investing thread --???> porx been planning on starting a thread on Value Investing, with emphasis on the ideas of Benjamin Graham and Warren Buffett. [I believe SI has a "New Threads" announcement linked to their home page. So, I thought maybe we'd launch this Friday upcoming, in order to catch the weekend warriors. --RR] But, maybe it's not a good idea, so if someone on this thread thinks porc shouldn't do it, please say so now, before it's too late. [(Hopefully Final) Draft of Proposed Introductory "Box" for Silicon Investor Thread -- Feedback, Objections, etc., Desired (yea or nay, si vous plez)] [Title:] Graham and Doddsville -- Value Investing In The 21st Century Superinvestor Warren Buffett named "Graham and Doddsville" (the mythical hometown of Value Investing) after Benjamin Graham and David Dodd, who co-authored the monumental work on Value Investing, "Security Analysis". Simply stated, Value Investing is "bargain hunting" for stocks. If, as a consumer, you have found bargain hunting to be a good way to "maximize your returns" on shopping for consumer goods, then, as an investor, Graham and Doddsville may be the place for you. The welcoming committee of Graham and Doddsville (alphabetically): Wayne ("Dark Side") Crimi is a computer analyst, investment and economic researcher, and long term shareholder in Warren Buffett's holding company, Berkshire Hathaway. Wayne's currently Bearish views (subject to change as valuations warrant) are elaborated on his Web site (which has links to all of Berkshire Hathaway's annual reports): members.aol.com Axel P. ("Axel") Gunderson is the nom de plume of an engineer and research scientist who ferrets out "socially conscious" Value Investments. Barbara ("Meerkat") Laffan uses on-the-job hi-tech experience and intuition to identify likely winners for her "Darts Hit The Charts" model portfolio. Bernard F. ("Berney") O'Rourke is a CPA and financial planner. Berney uses both fundamental and technical analysis. The extent of Berney's research into what has worked in Value Investing makes most other researchers seem lazy by comparison. Reynolds ("porcupine") Russell is a registered investment advisor who is neither a Bull nor a Bear, but rather a "cautiously optimistic porcupine". His Dow Value Portfolio (and other model value portfolios) may be found at: web.idirect.com We hope that Silicon Investors who have an interest in applying the principles of Graham and Dodd (and Buffett) to today's Market will join us. We learn more from questions than we do from answers, so let's see what we can figure out together. porc --''''>