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

To: Michael Burry who wrote (3390)	3/1/1998 12:22:00 PM
From: Shane M	Respond to of 78523

Mike, Re: Buffet market power In an effort to gauge market power, I also use high ROE screens. (Current ROE must be above industry average _or_ greater than 15%.) I also use high ROE is also a reflection of good management. I still think the most tenuous portion of the Buffet method as described in the Buffetology book is projecting Equity/share growth over long periods. I don't have enough years of data to backtest, but I think there must be some caveats to this. Thanks for mentioning BMC. I haven't looked into it before. Shane

To: Michael Burry who wrote (3390)	3/1/1998 6:19:00 PM
From: PaulM	Read Replies (1) \| Respond to of 78523

Hi. U.S. market rose this past week, despite the largest sneaker maker and largest toy retailer each warning of disappointing earnings, despite a huge merger falling through, and despite interest rates rising each day. bloomberg.com (Currently the Second Summary, but the stories change frequently) If this keeps up, you'll have to rename this thread "Value Investing (Relatively Speaking)" Good Investing P.S. Back in Dec moved a bunch of my portfolio into precious metals plays, especially the "Eternal Short."