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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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2741good point. there's already enough change in the things that aren't SUPPcfimx-1/18/2001
2740Thanks for comments: Bricks don't change, work boots don't change, wallMoominoid-1/18/2001
2739it's not a PC company because the earth is always moving around its feet. itcfimx-1/18/2001
2738<i>If you're confused by why I like Dell, focus not on the BuffetologyMoominoid-1/18/2001
2737You know I always try to be provocative. But I meant what I said. Dell exhibitJames Clarke-1/17/2001
2736James, you are just trying to be PROVOCATIVE aren't you? <G> Berkshircfimx-1/17/2001
2735Another interesting aspect of DELL is their big venture capital portfolio.Moominoid-1/17/2001
2734I will go on the record with this. If there is a newspaper headline that "James Clarke-1/17/2001
2733I bought into DELL at 22 1/2. Do you think it fits the Buffettology model?Moominoid-1/16/2001
2732Dell. Pick your price. I'd be surprised if its much lower than where it reJames Clarke-1/16/2001
2731I rather haphazardly check otu stocks that look interesting. I always look carefMoominoid-1/16/2001
2730Yeah, you don't see much discussion of Beta from Buffett. I honestly donShane M-1/16/2001
2729I'm trying to find stocks with a high consistent growth rate of earnings andMoominoid-1/16/2001
2728David, you may have better luck if some others on the thread chip in. I happenShane M-1/16/2001
2727Thanks - I know these stocks are just way too expensive. So I guess the questionMoominoid-1/16/2001
2726David, I like and use several of the methods of valuation used in the book but Shane M-1/16/2001
2725I've now read Mary Buffett's book: Buffettology. Didn't find much ofMoominoid-1/15/2001
2724For all Ralston Purina followers - buyout news/rumors news.excite.comShane M-1/15/2001
2723The presence of float adds to the current earnings and growth of Berkshire relatMoominoid-1/9/2001
2722David, I agree with that approach. It will give you a general idea as to how BRKJacques Newey-1/9/2001
2721Thanks for that that's interesting but will take some study. All I was suggeMoominoid-1/9/2001
2720David, Re: "It really isn't so difficult to value BRK." Below is Jacques Newey-1/9/2001
2719It really isn't so difficult to value BRK. The only difficult issue is puttiMoominoid-1/8/2001
2718James, Let's add to the controversy... :-)))) First of all, I sold my BRK Jurgis Bekepuris-1/8/2001
2717James, Nice post. Some of the very same thoughts have crossed my mind about BuffJacques Newey-1/3/2001
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