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

To: James Clarke who wrote (7333)	5/26/1999 7:04:00 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78622

Jim, Porter's work is a hindrance rather than a help to a value investor imo. It's not about exit barriers or competitive advantage imo. (I thinkPorter makes his money from Harvard and consulting--not stock picking -g-) For the value investor it should be about price of stock vs. value of business. As you yourself invest I think -- being a current or ex avid investor in steel company WHX. Aside to thread: FRK (Florida Rock) was a Mike Burry pick about 18 months ago I think. Discussed here at 22-28 range (now 40 - wow!)if I recall correctly.