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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
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2566 Here is a stock been around for 35 years now which I like as well as Power-One.jhg_in_kc-6/22/2000
2565 A couple of my "Buffett" tech plays: Today I added to AT & T. WhMichael Burry-6/22/2000
2564 I never saw Justin as a Buffett business, and was very surprised to see BerkshiJames Clarke-6/21/2000
2563 LauA, >>Looks to me as if Buffett uses very different metric criteria foFreedom Fighter-6/21/2000
2562 Today is a good day to buy PWER (it's up 40 per cent since I bought it a mojhg_in_kc-6/21/2000
2561 James - spend a little time on JSTN. After a superficial look, I see boots and LauA-6/21/2000
2560 There's a lot of new ships being built. Many of them by CCL itself. JustiJames Clarke-6/20/2000
2559 Paul, RE: CCL. I've had a small position in CCL for several months alreadShane M-6/20/2000
2558 Shane, now might be the time to start with a small buy in CCL. At 19+ it'sPaul Senior-6/20/2000
2557 FWIW I have TSG, CAT , and GPC as technical sells currently. I shall wait for tMadharry-6/19/2000
2556 TSG: still holding my 3 positions. Quite a large chunk, so I am not buying moreJurgis Bekepuris-6/19/2000
2555 Mike, The Travelocity website is great, and makes it quite easy to scan a wideShane M-6/18/2000
2554 Re: GPC, you said, "but they've got to stop their margin deteriorationMichael Burry-6/18/2000
2553 Re: TSG, I sold it when it broke support in the low-mid $30's, and am prettMichael Burry-6/18/2000
2552 James, My preliminary valuation on GPC is exactly the same as yours. I never Freedom Fighter-6/18/2000
2551 I own both CAT and GPC, and consider both Buffettlike investments at the right James Clarke-6/18/2000
2550 Anyone out there looking at Genuine Parts? WayneFreedom Fighter-6/17/2000
2549 Is anyone buying/considering CAT? Here's the most recent quarterly earningShane M-6/17/2000
2548 All, I think I posted here several months ago when I opened a position in SabrShane M-6/17/2000
2547 Mike, I didn't see your screen on Liqui-Box, but if I did, I certainly wouFreedom Fighter-6/17/2000
2546 New stock for this thread: Liqui-Box. This is an illiquid, boring company. SomeMichael Burry-6/16/2000
2545 7th post on PWER: Agree with Jim and Twister. When the momentum cools, PWER Paul Senior-6/16/2000
2544 In re, PWER and power supply industry. This is a way to get the gains of the tejhg_in_kc-6/16/2000
2543 ok, done deal. no more RMBS posts. Gimme a break; stock went up 45% just as Jamjhg_in_kc-6/16/2000
2542 jhg, trying to find the "next microsoft" by examining a a gambit of sMichael Burry-6/16/2000
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