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

To: Andrew who wrote (4524)	8/16/1998 6:08:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78744

Andrew, Joe Dancy, James C. others: pls help here re: CSWC- a Buffett equivalent?? Can't figure out how to evaluate or what the underlying value is for CSWC. Joe, thanks for link to Dallas Morning paper article. This venture capital firm is reported to have 20 years of 22.5% growth. Maybe it's not Buffett, but it's close enough for me. Andrew, James, others -- I can't figure what the underlying stocks in CSWC portfolio are worth (vs what CSWC says they are worth) vs. the current CSWC stock price. And Andrew, I know you analyze these things pretty good --ala Craig-- could you give a once-over and offer an opinion? (Or maybe your opinion is that if I can't figure it out myself, I should just move on -g-??) Maybe the right question is.. if the pres. and chairman, William Thomas, really delivered these sterling results, what's the outlook or odds that he/his team can continue to do this for, say, another 10 years? Anybody ever hear of Mr. Thomas and his CSWC? -- I never have before the Joe Dancy link. Or maybe I mean to ask, is this company unknown or misunderstood, and is that still reflected in the stock price (even though the stock has increased quite a bit) and so now would be a time to buy for someone with a long term outlook and confidence in Mr Thomas and his team and their record? Note. The referred to article can be found now in Yahoo, under CSWC, in Msgs, number 8 and 9. Actually, I'd recommend the read just because I think it's a pretty good interview with an apparently down-to-earth, successful, long-term value investor (Mr. Thomas). I welcome any comments or suggestions regarding CSWC (and will reluctantly also take any comments regarding my inability to figure what's going on with CSWC -g-). Thanks. Paul