Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (6754)	4/15/1999 12:26:00 PM
From: Michael & B.Anne	Respond to of 78618

confessions (and in defense) of a refugee I have purchased ICO and TGX (profitably to date) from this group. But we do have a disagreement .. I believe that investing (and I would claim to try to be a value investor) is sorta like trying to breed fish in a pond. Again, you are both interested in the fish and the quality of the pond. It does you no good to have good fish in a pond that is being deoxygenated. If I am to believe the perceived sponsorship of this group is the efforts and strategies of Buffett, then I might point out that Buffett is currently quoted as having reservations about this market .. he is fishing in other ponds. Certainly not following your admonitions that "good is good regardless of current price." While perhaps a refugee, I would be a citizen (with a different perspective). I admit I have little to offer in terms of finding (screening) for undervalued small caps - you guys do that so much more intensively than I ever could. But you are again wrong to suggest that I have not bought stocks (and thanked people here for guidance). And finally you are correct. Most of my postings are about the macro picture .. especially saying be careful .. there is a potential (perhaps now an actual) major sea change pending. But, for the most part these are ignored (doesn't hurt my feelings at all) and are lost in continual analyzing individual options. sigh p.s. I always thought "exogenous factors" were the uncertain possibilities inherent in dating BU coeds