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

To: Michael Burry who wrote (3766)	4/6/1998 1:44:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78530

Different topic - note my last post on DIIG, which included the following paragraph. Comments anyone on the thesis contained therein? Rich, I would like to offer a remark on mgmt quality that originally came,I think, from Buffett or Lynch. Don't invest in a business that can't make do with lousy mgmt, because you are more often than not going to get it. Here we have DIIG and then ACTM, and I could point to several others I have owned, particularly in technology. I am beginning to wonder if this should be an overriding investment criteria - that the business can't be screwed up by mediocre mgmt.