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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: Freedom Fighter who wrote (1400)	3/5/1999 4:04:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 1722

Porc, I'll be away on vacation for a week. When I get back I'll post the Tobin Q data. I think you'll like it. I would like to discuss it with you because I know you may have some insights to share. So that I don't get frustrated with the conversation as I have with you on numerous occasions, I ask only that you try hard not to go over ground that you and I have covered in the past. Especially as it pertains to either of our ideas about what value investing is or the models either of us may use. Most of my ideas on the subject are available at my web page and your are on yours. I would like to avoid covering that ground again. It has been a repeated source of misunderstanding between us. It also causes my frustration. We have different ideas on the subject and that's OK. If we work on the assumption that both our ideas are available, we won't discuss them again and use up precious time, misunderstand each other or come off as being critical of each other's method and thus provoke each other. Second, you sometimes extend the conversation to areas that you believe are relevant (and may be to you) but that I consider off the topic and less useful. I'll signal that you're extending beyond what I have time to discuss or that it's a topic I personally won't get anything out of. Don't take it personal or think I'm avoiding the issue. I'm trying to stay within the amount of time I have and in my area of investment method. I 'm starting to think that aggregate Tobin Q data is very useful stuff even though it's not really precise. Wayne