DooDiligence

Good read! Reinforced my belief in patience & being confidently contrary (requires drawing unpopular conclusions which turn out to be correct or at least eventually perceived as correct by later market participants.) Got me to thinking about adding probability distributions (my untutored & probably simplistic version) to try & transorm the unexpected into the "oh crap; I thought about that but didn't believe it'd actually happen..."

Got it (did you read the review by that guy from Boca?) Should be an interesting read...

Speaking of orange faced clowns...

Having a knowledge edge (coupled with the ability to question your own ideas) should give you a wider probability distribution. The best offense is a good defense (corollaries - speaking of which, I still haven't decided on one for pharma...)

Totally agree! I tend to be attracted to these larger companies anyway (there's a profusion of info & opinion about them & if you're patient then mispricings do occur (Apple & Novo Nordisk IMHYAMO) (YAM = yet arguably misguided)

I've always liked her outspokenness (maybe because she's outspoken on things I agree with) but this is definitely an example of how a quick mouth (or rather keyboard) can make you look bad. My admiration of her will continue (especially if she gives an unqualified apology which would reinforce my opinion of her character...)

Looks like we want to help China secure an alternate source that doesn't rely on ocean transport. Is this a stick we'll use to threaten the Saudis which we'll eventually try to hide behind our backs (maybe I'm trying too hard & it's just a naked grab at cash...) Or maybe it's really an altruistic attempt to build good relations with Russia & China & at the same time keep the ME down (can that be considered altruistic?) Someone needs to sort out my insanitideas...

If a larger portion of the population of developed countries thought this way, we'd all be a lot better off (I'd probably get some disenting views if we had a thread dedicated to the idea of leverage in life...)

I agree that the thoughtful discourse & restraint shown on here is mos def conducive to better returns on investment & in life! Beats the hell out of rattling around that howler monkey cage at Yahoo Finance...

I may have skewed the bush results a bit...

The author may need to add another chapter on unilateral leaders in 2020... What's the name of your foundation?

Mnuchin doesn't threaten his manhood. Warren would be an advocate for common sense. Not much chance of that in the Donalds world...

Buying opportunities mmmmmmmm!

He'll need to fill one of these out... Hurt_Feelings_Report.PDF

I agree; I've been trying every search term I can think of & don't get too many leads out of Google. Any tips for finding these type of companies?

I read the Outsiders a few months back & loved the idea that a guy like Henry Singletary would view dealing with analysts as a waste of time. This kind of attitude used to make me think that management was not "shareholder friendly" & now I see it as being potentially the very opposite (concentrate on running the business & the results will take care of the shareholders.) Do you guys have any current management teams you admire for getting things done while blowing off conference calls & guidance?

Glad u grok it...

Exactly!

It's all good (I sometimes react inappropriately & then wiser individuals nudge me towards the middle path...) I agree with your opinion of COBF participants & hope to improve myself by association.

LOL, basically me and Doo are just boring nice guys I didn't accuse you of being nice or boring. I prefer "misguided". Guilty as charged...

LOL, basically me and Doo are just boring nice guys I'm feeling a lot of love here & will do my best to remain worthy! Now if I could just get as intelligent as you guys & actually contribute a valuable idea here instead of just color comentary (maybe then I could stop being boring...)

You are welcome, but not too welcome. ;D

Truth

I think there are a lot of us. We are lacking a party to represent us. Libertarian. Then I am not adequately describing myself with the terms socially liberal & fiscally conservative. That is because you probably mean: Socially liberal, but not too socially liberal, & fiscally conservative, but not too fiscally conservative. I believe the term is moderate. That's the nicest thing I've been called recently - thanks...