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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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2966Jurgis, thanks for the comments. Since the work week is back I probably wonShane M-1/28/2002
2965Shane, I ran through the ROE histories and "Buffettology" spreadsheetJurgis Bekepuris-1/28/2002
2964Shane, Yeah, I forgot CDWC - I'll pass just because I don't like investJurgis Bekepuris-1/27/2002
2963Jurgis, I've actually had a "thing" for Apollo for a while. It Shane M-1/27/2002
2962Shane, I own ANF. Bought it at lower prices (~20). Tough to value with their shJurgis Bekepuris-1/27/2002
2961Quotes? We ain't got to show you no stinking quotes. Mike, I work in critiTaut Knot-1/27/2002
2960Jurgis and all, I've subscribed to the AAII Stock Investor CD after not getShane M-1/26/2002
2959You're right. i was commenting on "millionaire next door". SorryShane M-1/1/2002
2958Hi guys, Marty Whitman's comments on Greenwald et al. are given in his annuJurgis Bekepuris-12/28/2001
2957Shane<<The key point of the book to me was that most millionaires encounteBob Rudd-12/26/2001
2956"I went the library route not only because of the 'value' orientatiShane M-12/26/2001
2955Paul Senior, who has been looking for this Greenwald investing book at his localBob Rudd-12/24/2001
2954OT. HA! Very good point. I wrote down the name of the book and reserved it atGrommit-12/24/2001
2953Sun. evening OT: "I got the book at the library, but may purchase if I finPaul Senior-12/24/2001
2952Bob Rudd, thanks for comments re. FRE, FNM. Not as clear-cut a purchase decisioPaul Senior-12/20/2001
2951Jim, I recall your many comments about how reinvesting at below the cost of capiBob Rudd-12/18/2001
2950Value Investing from Graham to Buffett by Bruce Greenwald - this IS the legendarJames Clarke-12/17/2001
2949Book recommendations: Value Investing: From Graham to Buffett and Beyond by BrucBob Rudd-12/17/2001
2948Paul: WEB bailed on FRE because he thought they had uncompensated exposure to a Bob Rudd-12/17/2001
2947How about some discussion regarding FRE, FNM, and/or MTG? FRE & FNM are &quPaul Senior-12/17/2001
2946Bob, I agree with you that "tough to know" is universal. Even more unJurgis Bekepuris-11/26/2001
2945Just as a general statement, it seems most personal lines insurers are focusing Shane M-11/26/2001
2944Jurgis, I was more thinking out loud rather than posing a question. I'm inShane M-11/26/2001
2943Tough to know what's really going on and dependence on management is sort ofBob Rudd-11/26/2001
2942Bob, <<It's an insurance company - a no-no in my book>>Why so? Jurgis Bekepuris-11/26/2001
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