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

To: cfimx who wrote (5512)	12/20/1998 2:57:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78667

> none of the ones you mentioned, including Tweedy Browne use > a strict Graham discipline. You see the problem is that Graham himself did not use strict Graham discipline. Buffett himself did not use strict Buffett discipline. There are no such things. The investment styles evolve. Unless they are totally numerological. Oh, and about the investors who accordingly to you "disproved" Graham. Hmm, I did it too by buying AMZN at $100 and shorting NH at $20. Poor Graham. :-) Jurgis

To: cfimx who wrote (5512)	12/20/1998 4:21:00 PM
From: Paul Senior	Respond to of 78667

Oh I see now. We're moving up in the thread popularity list. Twister is taking all our energy --- must be to power his Christmas lights!

To: cfimx who wrote (5512)	12/20/1998 11:32:00 PM
From: Michael Burry	Respond to of 78667

none of the ones you mentioned, including Tweedy Browne use a strict Graham discipline. Close only counts in horseshoes Jurgis. Wow twister. I guess you got your Christmas shopping done early. Time to waste? Well, you're wasting it now. This issue is getting way too fine to split hairs any further. May I suggest starting a "Even Tweedy ain't Graham Anymore" thread? I'd say you've made, or not made, as the case may be, your points on the subject here. Yeah, when Value Investing becomes a hot subject, you can be certain a Twister- or Reginald-type has hit the stage. Good investing, Mike