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


To: Michael Burry who wrote (3615)3/24/1998 3:38:00 PM
From: jeffbas  Read Replies (2) | Respond to of 78572
 
Mike I think that part of "our" problem was referred to earlier. We do not even have any degree of consensus among ourselves about good ideas. There is almost no discussion here about an idea raised - take my recent mention of LTXX, not one comment. Even where there is discussion, like on drilling stocks, there never seems to be any consensus.

I still love to see the ideas though. A good one can be worth a lot of money.



To: Michael Burry who wrote (3615)3/24/1998 4:30:00 PM
From: yard_man  Read Replies (1) | Respond to of 78572
 
I was being facetious. I am mostly cash. Value is hard to find and who says it won't "get thrown out with the bathwater" after this insanity is over.