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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
Posts SubjectMarks Bans
4691 296 0
Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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2641No wonder they ignore me when I walk in the store. <g>Charles Tutt-8/4/2000
2640>Wow. Sickening. Wow - yes. Sickening? Hardly. At least it partially explaiJurgis Bekepuris-8/4/2000
2639Wow. Sickening. Thanks jhg.Michael Burry18/4/2000
2638LauA, Good point! I think ego and compensation is a big part of it too. WayneFreedom Fighter-8/4/2000
2637Wayne - I'm convinced that the most important reason you list is # 9 - OtherLauA-8/4/2000
2636HOW ANF OPERATES AT HARVARD FYI The game begins the moment the doors open. Trenjhg_in_kc-8/4/2000
2635I have a theoretical question for you guys. When you look at takeover prices iFreedom Fighter-8/4/2000
2634James, I recently bought some on faith in Buffett and the fact that we are gettFreedom Fighter-8/4/2000
2633Yeah, that's what I get to - about 40. That's why it was critical to buyMichael Burry18/4/2000
2632re: DNB If you're looking for a valuation, Mike's got a great one on hJames Clarke-8/3/2000
2631Has anyone actually crunched the numbers at DNB and come up with a valuation? WFreedom Fighter-8/3/2000
2630A couple Buffetty stocks that are working very nicely and a couple that seem sprJames Clarke-8/3/2000
2629I agree on sub 20 for APCC. Is anyone looking at JBX or MCD. Forward multiplesRyan Hess-8/1/2000
2628Yes, I do, and yes, I am interested in buying again. But not at this price, as IMichael Burry17/31/2000
2627Mike, Do you still follow APCC, and if so are you interested in buying again onShane M-7/30/2000
2626SVM, WPO Gotta thank Mike's new lows rule for saving me a substantial loss oJames Clarke-7/24/2000
2625The "Cisco of power suppliers" as you put it is not PWER, its CaterpilJames Clarke-7/22/2000
2624James, so far I have dodged the bullet big time on two stocks, LHSP, and ELON, ajhg_in_kc-7/21/2000
2623James, The story on IBC is that a Mexican newspaper reported that Groupo Bimbo Freedom Fighter-7/21/2000
2622James, There are rumors flying that IBC might get taken over by a Mexican bakerFreedom Fighter-7/21/2000
2621Soon after I posted that, I picked up some. The industry is ripe for consolidatiMichael Burry17/20/2000
2620LauA, If I buy HMN it will be for the long term. So I won't be too concernFreedom Fighter-7/20/2000
2619HMN - not sure that I would want to pay more than book. Has a nice niche and a nLauA-7/20/2000
2618Mike, >>Horace Mann was almost bought/sold less than a year ago for more Freedom Fighter-7/20/2000
2617The thing about Buffett and ServiceMaster is that it IS a different company now.Michael Burry17/20/2000
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