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: Paul Senior who wrote (3993)	5/5/1998 8:12:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78476

One to ponder for that dying breed (in the market of ENMD and KTEL), the value investor: Yellow Corp. (YELL) Trading at about 10x 98E .15 PS approx. 1.1X Book Comments most appreciated.

To: Paul Senior who wrote (3993)	5/5/1998 12:03:00 PM
From: Wright Sullivan	Read Replies (1) \| Respond to of 78476

Paul: Regarding CHKPF, the following Buffettism from the just-completed annual meeting is very funny and more than a little bit true: Asked by a shareholder why Berkshire has chosen to forgo any significant investments in the high-tech segment, the 67 year-old investor again explained that he's disinclined to invest in sectors he doesn't feel he can properly evaluate. Later, he cheerfully closed a discussion of how he thought business schools should teach the principles of valuing companies with a telling example: "I would say for a final exam, here's the stock of any Internet company, what's it worth? And anybody who gave an answer, flunks." (as reported by SmartMoney Interactive) Kind regards, Wright