Recent content by Roberto

I support Julia who clearly is a superior investor and a courageous, intelligent blogger. Her posts are always a pleasure and education to read. Thanks Julia. ps - check out valueinvestor.com - it requires signup which is free - and go to the 7 Apr 11 article on Molycorp by gwb. It makes the...

There has been nothing better over the last few years than watching David Marr comprehensively demolish Bolt's dim bigotries face to face on Insiders.

No, no, no, not fair enough, what do you mean SKC that price history is meaningless! So you are a fundamentals only person? And an EMH person? Good luck with trying to make sense of the market by over simplifying things.

I have come across quite a few posters here (and on RM's blog) who think using a 10% RR is right (and more conservative than using a larger number). Any ideas why such a fundamental mistake seems so prominent? Roger himself uses higher RRs for more risky companies. The 10% figure is what is...

Dear all - just found the thread - thanks for this, it is a great read and really good to breathe the fresh air of freedom from commercialism. I am however extremely grateful for Roger's book and blog. It helps/ed me enormously in learning about fundamental analysis. My main concern with...