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: Shane M who wrote (3386)	2/28/1998 7:01:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 78523

The current Barron's also downplays the boomers' role. Although it says this is a good sign, I don't agree. Re: Buffett stocks, I use historically high ROE screens to find potential high market power companies. Then I subjectively evaluate the company for this power and whether it can last. I am getting interested in industrial concerns that have high ROE due geographic/distribution considerations. This can persist for long periods of time without attracting attention and the competition that brings ROE down. Medusa, Deswell, and IMO, BMC, fit these considerations and have attracted my money. Good Investing, Mike