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  • Lehman's Risk Management Strategy May Have Caused the Problems [View article]
    Great article!
    Sep 14 02:02 am |Rating: 0 0 |Link to Comment
  • Lehman's Risk Management Strategy May Have Caused the Problems [View article]
    Great article!
    Sep 14 02:02 am |Rating: 0 0 |Link to Comment
  • Even the Legends Are Losing in Today's Markets [View article]
    It seems the best value investors were hit hardest (Whitman, Pabrai, Miller). I suppose the big imponderable is whether their positions are actual bargains or "value traps".

    I wouldn't bet against these guys long term and now is probably a great time to dip your toe and start averaging in to some of the hardest hit value funds. Aside from Miller, the other guys have been purchasing on the way down so I suppose they still consider them "high conviction positions". As long as they've done their homework and the B/S's are strong enough to survive the current turmoil, I bet each of these guys are poised for quite a turnaround once the market gets through it's gyrations.
    Jul 12 11:44 am |Rating: 0 0 |Link to Comment
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