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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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3241Like I said, NVR was just an example that I threw out. I don't recommend it bozwood-3/3/2003
3240nvr looks like csco in 1999. it's very engulfed in the housing bubble. probacfimx-3/3/2003
3239take a red pen and cross off 95% of the finance companies out there. you can'cfimx-3/3/2003
3238Thoughts on Capitol One Financial (COF)? Appears to be very cheap on any metricdstange-3/3/2003
3237NVR - CEO earns 20M +CFO 10M. This does not pass my executive compensation test.Jurgis Bekepuris-3/3/2003
3236James, I believe there is a way to look at homebuilding stocks in terms of Buffbozwood-3/2/2003
3235James, No, I did not take your comments personally. Thanks for sharing your thoJurgis Bekepuris-3/2/2003
3234Room222, "Buffett says you should understand the business, COLD. That meanJurgis Bekepuris-3/2/2003
3233<<For me, this just says "you can't compete with a senior banker James Clarke-3/1/2003
3232>> If the only way I can make an investment decision is something like thocfimx-3/1/2003
3231OK, so I guess I misunderstood you. Sorry. I'll ask you one more question tJurgis Bekepuris-3/1/2003
3230didn't think that was what I was saying at all. There are plenty of non-proJames Clarke-3/1/2003
3229James, You are making some good points. However, what you are basically saying Jurgis Bekepuris-3/1/2003
3228great post.Wyätt Gwyön-3/1/2003
3227It was basically a dividend discount model. If you have any intention of makingJames Clarke-2/28/2003
3226Michael, We just noticed that you no longer have the "Buffettology" sJurgis Bekepuris-2/28/2003
3225Dstange, I will ask Mike Burry by public and private message if it is OK to putJurgis Bekepuris-2/28/2003
3224Jurgis I have followed your discussion of valuation indicators here and other Sdstange-2/28/2003
3223I use ROE for valuation, but I usually check if ROIC differs from ROE and if so Jurgis Bekepuris-2/28/2003
3222Thanks Paul for your comments. You obviously have much more of an accounting badstange-2/28/2003
3221My comments (they're almost as long as the article -g-): This is a good Paul Senior-2/28/2003
3220Good article on valuing a company with ROIC. Comments? A company's profitadstange-2/28/2003
3219The one countervailing point in assessing the strategic and value attractivenessBob Rudd-2/22/2003
3218Bob, Thanks for your comments. One more comment on Fruit and Burlington. Let&#Jurgis Bekepuris-2/21/2003
3217LUK: C&S run this shop with the tightest mouths in the corporate world. Ther249443-2/21/2003
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