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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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2691Munger Book: After reading reveiws, descriptions, etc, I figured it was a more aBob Rudd-11/25/2000
2690I think Shakespeare wrote "First we kill all the lawyers." Sounds likJames Clarke-11/25/2000
2689HD is a retailer of paint & decorating products and so is SHW [bout 2500 stoBob Rudd-11/24/2000
2688Shane, regarding the long term impact on SHW posed by Home Depot/Lowes: I'dPaul Senior-11/18/2000
2687Paul, Could you address how you see the long term competitive environment for SShane M-11/18/2000
2686Taking an exploratory position in SHW. I could be wrong here, but I don'tPaul Senior-11/17/2000
2685re: SHW Good to see the Buffetology thread reviving. Sherwin Williams is a grJames Clarke-11/16/2000
2684Paul, I think Jim Clarke is a fan of SHW and if I recall correctly has mentioneShane M-11/15/2000
2683Paul: Its kind of funny you mentioned it. I looked at both of these companies valueminded-11/15/2000
2682Anybody here looking at Sherwin-Williams (SHW)? I passed on it about a week agoPaul Senior-11/15/2000
2681Since all eyes are focused on Palm Beach (PB), I'll just assume, as is my woPaul Senior-11/13/2000
2680Paul, Thanks for your extensive response. It is true ENE and CPN have been impRyan Hess-11/12/2000
2679rhess, thanks, appreciate your comment on EIX. As you asked, here's how I Paul Senior-11/11/2000
2678Paul, EIX is an interesting one. I really don't understand why Buffett bouRyan Hess-11/10/2000
2677Anybody with an opinion on EIX? I gave up on this one today. Too much politicaPaul Senior-11/10/2000
2676LOL...so much for Excite's new "report card" device: quicken.exciTomato-11/7/2000
2675No, I don't. Summary please? Who are the chairman, CIO & CEO? Thanks JJurgis Bekepuris-10/19/2000
2674OK, I'll bite. Who do you think is the CEO?Tomato-10/19/2000
2673Doesn't anybody here read the Wall Street Journal? Yesterday they told you James Clarke-10/19/2000
2672Bought LU on Friday. Sold AV spinoff shares. Still watching APCC. JurgisJurgis Bekepuris-10/3/2000
2671Welcome aboard on MSFT. This one's not going the way I'd expected, but Shane M-9/26/2000
2670Bought MSFT today. No justification. ;-) Jurgis - looking at LU and APCC, thougJurgis Bekepuris-9/25/2000
2669FYI, James. ---------------------------------------------- FOOL'S DEN Is Gjhg_in_kc-9/21/2000
2668You're letting the dogfood tail wag the stock?Sr K-9/16/2000
2667Sold my position in RAL. I've noticed that shelf space in WMT, grocery storeLauA-9/12/2000
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