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Jae Jun  

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  • Why I'm Now More Of A Buffett And Munger Type Investor [View article]
    Lastly, since you dont seem to want to let it go, interesting that I'm not the only that thinks the same about your "up staging" like comments.

    http://bit.ly/1CeUsIu

    http://bit.ly/1CeUsIx

    and just about nearly everything here.
    http://bit.ly/1NB04xL

    So I'll end it with this since it's getting childish with all these attempts to "up stage" as the first link states.
    Jul 2, 2015. 09:33 PM | Likes Like |Link to Comment
  • Why I'm Now More Of A Buffett And Munger Type Investor [View article]
    wow...

    "And like a lot of people that have adapted and changed away from a pure quantitative approach towards buying quality assets, I have too."

    Doesn't reference Graham. References myself.

    Thanks for the comment I suppose. Good to see you active on SA and I hope you enjoy my other articles too.
    Jul 1, 2015. 04:54 PM | Likes Like |Link to Comment
  • Why I'm Now More Of A Buffett And Munger Type Investor [View article]
    As always, I have no idea how you are capable of pasting the same comment to every post that includes the name Graham.

    This comment obviously doesn't have anything to do with this article.
    Jun 30, 2015. 10:26 PM | Likes Like |Link to Comment
  • Why I'm Now More Of A Buffett And Munger Type Investor [View article]
    Thanks
    Jun 30, 2015. 10:25 PM | Likes Like |Link to Comment
  • Why I'm Now More Of A Buffett And Munger Type Investor [View article]
    If I were a robot in a vacuum, yes. That would be correct.

    But we know what reality is like. Since there are so many external variables introduced by each person, it isn't as simple as that.
    Jun 30, 2015. 10:25 PM | 1 Like Like |Link to Comment
  • Why I'm Now More Of A Buffett And Munger Type Investor [View article]
    I'd say we are all in the same circle though
    Jun 30, 2015. 10:23 PM | Likes Like |Link to Comment
  • Is Cisco Undervalued? [View article]
    @frankiethepunk
    Thanks. Didn't know you took advantage of the market pessism with CSCO back then but great job. I was 1 year behind you, but still made out nicely on a solid business.
    Jun 3, 2015. 08:51 PM | Likes Like |Link to Comment
  • Is Cisco Undervalued? [View article]
    @loftyhgoal

    I don't think there is too much negativity around csco. It's certainly not on the high optimistic side, but not as negative as other articles make it out to be.

    CSCO isn't the high flyer it once was, so the current stock price looks about right. If they can continue steadily along, their stock will follow but I'm just waiting for a better entry point.
    Jun 3, 2015. 08:50 PM | Likes Like |Link to Comment
  • Edwards Lifesciences Showcases The Problem With Quant Investing [View article]
    @Sunny,
    It's actually my product.
    http://bit.ly/140qaoZ
    Jun 1, 2015. 02:58 AM | Likes Like |Link to Comment
  • 2 Fairly Priced Stocks, But Only 1 Is A Buy [View article]
    No idea about that. All I can do is hold the companies I like and wait for good things to happen.
    Jun 1, 2015. 02:57 AM | Likes Like |Link to Comment
  • Edwards Lifesciences Showcases The Problem With Quant Investing [View article]
    Great job on getting in that early.
    May 29, 2015. 02:21 AM | Likes Like |Link to Comment
  • Edwards Lifesciences Showcases The Problem With Quant Investing [View article]
    Yes EW has some wonderful operational history and in a very good field.
    It's just a shame I didn't find it 1 year ago.
    May 29, 2015. 02:21 AM | Likes Like |Link to Comment
  • 4 Red Flags That Make Cirrus Logic A Sell Today [View article]
    Thanks. Always easy to speak in hindsight.
    May 27, 2015. 06:27 PM | Likes Like |Link to Comment
  • My New And Simple Method Of Calculating DCF Growth Rates [View article]
    I also get what you're saying.
    The part where you are wrong is the assumptions you've placed with how I invest.
    If I look to use a spreadsheet or calculation in stocks that I don't understand, then you're right. I get it.
    But when it comes to industries and companies I know, what's wrong with using a growth rate? What's wrong with using a discount rate?

    The point is, I know how Buffett invests.
    But I'm not Buffett and you aren't either.
    Neither is the rest of the population. That's where I'm coming from when I say it's not wrong.

    (p.s. If packer16 is the packer I know, then yes I know his style of investing)
    May 25, 2015. 04:43 AM | 2 Likes Like |Link to Comment
  • My New And Simple Method Of Calculating DCF Growth Rates [View article]
    It's the opposite. It's the "not wrong" category.
    Keep in mind that "Not wrong" is very different to the "correct" category.

    e.g. Gambling in stocks is precisely wrong. But speculating about the future of a company is "not wrong".
    May 24, 2015. 06:56 PM | 1 Like Like |Link to Comment
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