No. of Recommendations: 15
BTW, how have my calls been the past 30 days are you here to make money, or to write theoretical term paper's? ::))
I don't think anybody here knows what you're talking about much of the time (I don't) so it's hard to say. I'm sure it's great.
I stick with the simple stuff. The fanciest my reasoning gets is that really high and low valuations usually don't last, so a wager in the direction of mean reversion usually adds value. Berkshire is down -2.8% year to date, but I've made enough on BRK in that time to have bought a house. (that's not saying much without knowing the size or location!)
Jim
