Comments on: There Is No Tomorrow. http://www.fwallstreet.com/article/133-there-is-no-tomorrow/ Value Investing Blog Mon, 16 May 2011 10:55:06 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: BlahBlah http://www.fwallstreet.com/article/133-there-is-no-tomorrow/#comment-1811 BlahBlah Sat, 31 May 2008 17:36:43 +0000 http://www.fwallstreet.com/article/133-there-is-no-tomorrow#comment-1811 Small caps are simply too much work(risk) for me I'm more than willing for give up the marvellous gains for a high probibility win anyday... Small caps are simply too much work(risk) for me

I’m more than willing for give up the marvellous gains for a high probibility win anyday…

]]> By: kfh http://www.fwallstreet.com/article/133-there-is-no-tomorrow/#comment-1798 kfh Wed, 28 May 2008 14:09:20 +0000 http://www.fwallstreet.com/article/133-there-is-no-tomorrow#comment-1798 Love the anchorman image! Sami, The reason alot of the big funds don't invest in small caps (like $50M market caps) is that when managing billions of dollars, buying 5% of a $50M company yields a total investment of $2.5M. Out of $1,000M that is to tiny of a slice to bother devoting time to. That is part of the allure of a Monish Pabrai who manages about $400M. Have you looked over his holdings? They include: WCG LEA BRK-A CCRT PNCL ATSG SHLD HNR CRYP MDC STMP DFC FFH TX USAP This includes Berkshire Hathaway, but keep in mind that he buy BRK when he has no better ideas because over the long run it is BRK is better than something like a money market fund. Well, time to watch Detroit vs Pittsburgh! Go Pens, but that is admittedly going to be an upset if they win it all. Love the anchorman image!

Sami,

The reason alot of the big funds don’t invest in small caps (like $50M market caps) is that when managing billions of dollars, buying 5% of a $50M company yields a total investment of $2.5M. Out of $1,000M that is to tiny of a slice to bother devoting time to. That is part of the allure of a Monish Pabrai who manages about $400M. Have you looked over his holdings? They include:

WCG LEA BRK-A CCRT PNCL ATSG SHLD HNR CRYP MDC STMP DFC FFH TX USAP

This includes Berkshire Hathaway, but keep in mind that he buy BRK when he has no better ideas because over the long run it is BRK is better than something like a money market fund.

Well, time to watch Detroit vs Pittsburgh! Go Pens, but that is admittedly going to be an upset if they win it all.

]]> By: Homer (Noah) http://www.fwallstreet.com/article/133-there-is-no-tomorrow/#comment-1794 Homer (Noah) Tue, 27 May 2008 09:23:56 +0000 http://www.fwallstreet.com/article/133-there-is-no-tomorrow#comment-1794 I love <a href="http://www.snorgtees.com/images/60PercentOfTheTime_Fullpic_1.jpg" title="statistics" target="blank" rel="nofollow">statistics</a>. <strong>Joe's edit: I love Anchorman. Nice find Noah!</strong> I love statistics.

Joe’s edit: I love Anchorman. Nice find Noah!

]]> By: Rene http://www.fwallstreet.com/article/133-there-is-no-tomorrow/#comment-1793 Rene Tue, 27 May 2008 08:57:07 +0000 http://www.fwallstreet.com/article/133-there-is-no-tomorrow#comment-1793 The great thing about all this, is that everybody already "knows" it, but ignores it anyway, creating great opportunities for those that really know it. The great thing about all this, is that everybody already “knows” it, but ignores it anyway, creating great opportunities for those that really know it.

]]> By: Sami http://www.fwallstreet.com/article/133-there-is-no-tomorrow/#comment-1792 Sami Tue, 27 May 2008 08:50:10 +0000 http://www.fwallstreet.com/article/133-there-is-no-tomorrow#comment-1792 every retail investor i looked into their portfolio had almost exclusively large caps the larger the more confident about their investment. Their argument against small caps is if it a good opportunity the larger funds would have invested in it. individual investors do not understand that large institutional investors shun small caps not because economic merit but due to liquidity and IB fees. every retail investor i looked into their portfolio had almost exclusively large caps the larger the more confident about their investment. Their argument against small caps is if it a good opportunity the larger funds would have invested in it.

individual investors do not understand that large institutional investors shun small caps not because economic merit but due to liquidity and IB fees.

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