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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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3116Paul, A couple of questions, if you don't mind? Any site you know of I cabozwood-10/21/2002
3115I'll average up a bit today on my small VCI position. Valasis is in the busPaul Senior-10/21/2002
3114Any one else here interested in OSI at current price? I started a small, explorPaul Senior-10/21/2002
3113I agree. That was just an example. If I were actually analyzing a company using bozwood-10/17/2002
3112>For instance CSCO. The company will need to grow the > bottom line 20.1% Jurgis Bekepuris-10/17/2002
3111I have found the Quicken intrinsic value of general use. It just helps me undersbozwood-10/17/2002
3110I've no idea. Maybe KO in the '30's and 40's? -- There are peopPaul Senior-10/16/2002
3109Would you have seen Coca Cola as a cult business in the early 1900s or ten yearsbozwood-10/16/2002
3108I see a cult business as one whose product or services get written up in newspPaul Senior-10/16/2002
3107I'll take a cult business over the alternative, all else equal, any day.bozwood-10/16/2002
3106>Ah these cult stocks and cult businesses. Interesting thought Paul. What asjemmeri-10/16/2002
3105I had a chance to meet with management at KKD and the story, etc. is great. I jubozwood-10/16/2002
3104Fund mgr. Ron Baron was on Lou Rukeyser's new show and touted Krispy Kreme. Tomato-10/15/2002
3103Has anybody here looked into Allied Domecq? I ask because I don't find the Paul Senior-10/15/2002
3102Jurgis, thx, I understand where you're coming from on valuation. I was justShane M-10/2/2002
3101>High tech, two... Hey, it's "Buffettology" not "did BufJurgis Bekepuris-10/2/2002
3100Hi Evil Twin: High tech, two...Paul Senior-10/2/2002
3099It's my evil twin. OK, Paul, humor me: Why ARMHY is not a Buffett stock? JJurgis Bekepuris-10/2/2002
3098Hey! Somebody stole Jurgis Bekepuris's identity. The real J.B. couldn'Paul Senior-10/2/2002
3097Well, instead of buying retailers or SGP, I decided to plunk my money down for yJurgis Bekepuris-10/2/2002
3096James, I do not know how to evaluate the reinsurance business at Berkshire - I Joan Osland Graffius-10/1/2002
3095An analyst published on ANF today that it is a "trading vehicle" in doJames Clarke-10/1/2002
3094That $45,000 number was in March 2000. Something might have changed for the intJames Clarke-10/1/2002
3093Shane, You have even better prices for retailers after today. :-) I still likeJurgis Bekepuris-10/1/2002
3092Thanks.Joan Osland Graffius-9/29/2002
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