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

To: Fredman who wrote (1547)5/27/1999 12:30:00 PM
From: Michael Burry  Read Replies (1) | Respond to of 4691
 
There is a great paragrpah in Wall Street on Sale about Buffett and his changing styles. Also a neat graphic of all the stocks he's owned over the years with temporality on the x-axis. It's obvious that he has in the past gotten into cyclicals pretty heavily, but when he does, his portfolio grows drastically in size.

Mike



To: Fredman who wrote (1547)5/27/1999 11:39:00 PM
From: James Clarke  Read Replies (1) | Respond to of 4691
 
Wasn't recommending Eaton at this price, though it is hardly expensive. I have identified what I believe is a superior business - but I haven't valued it yet.


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