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


To: cfimx who wrote (5768)1/13/1999 4:30:00 PM
From: MCsweet  Respond to of 78648
 
Value investing and shorting internet stocks

I have to agree with others on this board that I do not see
much of a link between value investing and shorting "over-valued"
stocks. Yes, they both involve a contrarian point of view,
but the underlying strategies and risk profiles are totally
different.

I think shorting stocks (especially internet) may be an
interesting and exciting topic, but it is purely speculation
and not in the spirit of value investing.

MC



To: cfimx who wrote (5768)1/13/1999 9:52:00 PM
From: Michael Burry  Respond to of 78648
 
I am not convinced shorting is inconsistent with
value investing.
If it is, well, Graham had to find it
out for himself, and Buffett and Munger had to find it
out for themselves. Maybe I'll find it out for myself.

Mike