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

To: Walter in HK who wrote (6530)	4/1/1999 9:11:00 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78523

Great post, Walter. Especially liked <<Most things in life are very simple. The key is to be able to recognize the essence of complicated circumstances. Then they are simple.>> There is, however one Harvard type most investors would do well to read: Michael Porter. His stuff on competition is outstanding and aside from management incompetence, competition is a major limiting factor on profitability. Porter's "Competitive Strategy" and recent essay "What is Strategy" provide superior insights into this area.