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

To: Michael Burry who wrote (3904)	4/24/1998 1:33:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78464

Hi Mike: (General comment) I always want to know where people are coming from in terms of their actual purchases. Makes my eyebrows arch when I read of purchases with no supporting reason or documentation. Makes me even twinge a little more when I hear of good suggestions (well documented/supported) but the author himself/ herself doesn't actually own the darn thing. Or people who alert us that the sky is falling and it turns out they themselves are fully invested. Never quite sure how to take or interpret this sort of thing. It's a paradoxical world I think, so we're going to see this. Just that I personally am more comfortable when I see people striving for some consistency between their attitudes/outlook and their actions. (Not that I myself can achieve this -g-.) Not meaning to attack or accuse anybody here. Just pushing a little maybe to try to get a clearer view of what's going on so maybe the picture will be clearer for my own portfolio deployment too. Paul