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

To: Michael & B.Anne who wrote (6752)	4/15/1999 11:14:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78602

M&BA: -g- Do you think Mike Burry is picking undervalued stocks? My impression of your posts is that they invariably refer to Buffett and they always relate somehow to the overextended market. My impression of your posts is that you do not support either by word or deed, any of the many stock picks here. That is, I can't recall your ever acknowledging anyone in their pick, nor have you ever said you are buying anything that anyone has posted on here. Also, I don't recall you ever offering up a value pick of your own. You are one/two of the refugees I am talking about. Value investing is patient investing. Anything that dissuades an investor, causes doubt to turn to sell--- that hurts the value investor's performance. Especially, IMO when that doubt is caused by exogenous factors-- factors not related to the value of the specific stock. My impression and my opinion. Senior