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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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3066For the record. Bought some Best Buy BBY today. My first purchase in a long whShane M-9/13/2002
3065all I was referring to there is a business model with a declining marginal cost Shane M-9/13/2002
3064>>Maybe less to go wrong with Devry, but Apollo is on track to get bigger cfimx-9/11/2002
3063Paul, Thanks for the comments Devry also perenially shows up on these screenShane M-9/9/2002
3062I've passed on BBY at lower prices. I'll look again though now that youPaul Senior-9/9/2002
3061Well, not much going on over here, but wanted to post what I'm considering Shane M-9/8/2002
3060SEE: I really like their filler machines (which, if I understand correctly, thePaul Senior-7/31/2002
3059re: SEE Paul -- Bob Olstein had an interesting column a couple of years ago sta249443-7/31/2002
3058Hi Paul, WOW!!! Big discount!!! I'm glad I chose to leave the investment of OldAIMGuy-7/31/2002
3057SEE: One judge + "asbestos" = ~35 - 21 = ~14. Once asbestos gets atPaul Senior-7/31/2002
3056Buffett has said exactly that, something like investors should welcome drops in Dale Baker-7/27/2002
3055Perhaps some confusion between a stock and the business it represents. It wouldPaul Senior-7/26/2002
3054>Buffet stocks should provide a safe harbour in this "storm". No Jurgis Bekepuris-7/26/2002
3053Can anyone here verify that WB still owns shares in UST? If one can't trust doug5y-7/25/2002
3052Hi Paul, I've been out of SEE for a while now and have lost track of where tOldAIMGuy-7/22/2002
3051Here is my nomination for a Buffett style value stock, NFG. A 100 year record oBobo Bear-7/22/2002
3050Anybody around here with an opinion on Sealed Air at current price? (It was bouPaul Senior-7/21/2002
3049Added a little to my small position in Panamerican Beverages (PB), Latin AmericaPaul Senior-7/19/2002
3048Paul, JNY: Still holding and not planning to sell. Good luck JurgisJurgis Bekepuris-6/16/2002
3047Sold my very tiny position in JNY today. finance.yahoo.com I followed BerkshirPaul Senior-6/15/2002
3046Addendum: Here is a link to some information regarding the B preferreds which IPaul Senior-6/14/2002
3045Anybody here with a current opinion on SJR? So far - about a year after SJR wPaul Senior-6/14/2002
3044Yes, Shaw Industries is a subsidiary of BH, but according to Yahoo, they also (pTerry Maloney-5/4/2002
3043--Can anyone here describe Berkshire Hathaway's involvement with Shaw CommunSr K-5/4/2002
3042Who else is going to be in Omaha next weekend? Nice article in Barrons on BerksJames Clarke-4/28/2002
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