I occasionally question/disagree with you, but never question your optimism, BECAUSE it's based on diligence, detail, rather than euphoria, and is a refreshing citadel of light breaking through the prevelance of doom and gloom. And I got one, even when I don't agree, value your contribution in engendering the style of investing you (and I) advocate. Focus on the detail, ignore the noise, and patiently wait for others/markets to catch up.
Couple of quickies - agree on BGEO/CGEO - the drop was irrational and an opportunity; BSE is very quick (AND elongated) value in plain sight, albeit noting the still large 'arbitrage' oppurtunity in its current SP, seemingly to only you and me!
Hi Oakbloke, nice musings.
I occasionally question/disagree with you, but never question your optimism, BECAUSE it's based on diligence, detail, rather than euphoria, and is a refreshing citadel of light breaking through the prevelance of doom and gloom. And I got one, even when I don't agree, value your contribution in engendering the style of investing you (and I) advocate. Focus on the detail, ignore the noise, and patiently wait for others/markets to catch up.
Couple of quickies - agree on BGEO/CGEO - the drop was irrational and an opportunity; BSE is very quick (AND elongated) value in plain sight, albeit noting the still large 'arbitrage' oppurtunity in its current SP, seemingly to only you and me!