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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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3641All, wanted to post my activity over the past month or so Sold some old hangersShane M-7/1/2005
3640On COCO. I'm going to let it find a new level and then re-evaluate to see iShane M-6/24/2005
3639OT: Yes, rough day for many stocks. COCO is a company that can't seem to gPaul Senior-6/24/2005
3638OT. Rough day today. I've never had a day where two holdings have had warnShane M-6/23/2005
3637OT - warning portfolio rant All, while the last couple of months have been preShane M-6/21/2005
3636Those guys keep upgrading and downgrading! Why don't any analysts like this Moominoid-6/20/2005
3635this was one of the silliest selloffs I can remember.. on "valuation" cfimx-6/17/2005
3634Still holding SAFT. Downgrade today to market perform by an unknown to me firm Paul Senior-6/17/2005
3633Hi Clint, TMK seems to fit the metrics OK, however the multiple doesn't seeShane M-6/11/2005
3632Torchmark (TMK)? I'm still looking for my next addition to my portfolio, andClint H-6/11/2005
3631Clint, thanks for posting. I understand where you're coming from in your tShane M-6/9/2005
3630Well, I personally relax that part of Buffettology. If a company can earn >15Jurgis Bekepuris-6/9/2005
3629Shane, Exactly... I have both Buffettology and The New Buffettology and if I reClint H-6/8/2005
3628Just catching up here - I think you have to differentiate between mimicking BuffMark Marcellus-6/8/2005
3627Hi Clint, I actually consider Home Depot an investment that fits the BuffettoloShane M-6/8/2005
3626I agree regarding Buffett not following the "buffettology guidelines" Clint H-6/7/2005
3625All, wanted to post some recent activity in case anyone is looking for ideas. Shane M-6/6/2005
3624Shane, Speeking seriously, yes, I also use Buffettology principles to invest. HJurgis Bekepuris-6/1/2005
3623Jurgis, LOL :-) Speaking of capital intensive businesses... Airlines have to Shane M-6/1/2005
3622I guess I start to agree with Paul Senior that Buffett's investment style isJurgis Bekepuris-5/31/2005
3621Jurgis, this article indicates Buffett is happy with Mid-America's managemeShane M-5/27/2005
3620I wonder if the management of such utility companies passes Buffett's "Jurgis Bekepuris-5/26/2005
3619Buffett Makes $5.1B Bid in Power Industry news.yahoo.comShane M-5/24/2005
3618OT: Just wanted to post recent activity. Some of this may not fit Buffettology Shane M-5/21/2005
3617Sortof OT: Found this interesting On China's pegged currency and thoughts Shane M-5/14/2005
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