Comments on: Strategy Review: Buffettology http://www.fwallstreet.com/article/66-strategy-review-buffettology/ Value Investing Blog Mon, 16 May 2011 10:55:06 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: David Clark http://www.fwallstreet.com/article/66-strategy-review-buffettology/#comment-350 David Clark Thu, 27 Sep 2007 19:59:33 +0000 http://www.fwallstreet.com/article/66-strategy-review-buffettology#comment-350 Actually, the New Buffettology is a much better book. It was written four years after the first Buffettology and covers a lot of things that the first one didn't have space for. Also, it explains the market forces that make Buffettology and Graham based value investing work. It also goes into when Warren decides to sell. Lots of good stuff. I like it much better than the first one. Actually, the New Buffettology is a much better book. It was written four years after the first Buffettology and covers a lot of things that the first one didn’t have space for. Also, it explains the market forces that make Buffettology and Graham based value investing work. It also goes into when Warren decides to sell. Lots of good stuff. I like it much better than the first one.

]]> By: Joe Ponzio http://www.fwallstreet.com/article/66-strategy-review-buffettology/#comment-342 Joe Ponzio Thu, 27 Sep 2007 10:33:53 +0000 http://www.fwallstreet.com/article/66-strategy-review-buffettology#comment-342 Thanks for the article. It is sad what companies will do to keep their stock prices inflated when their businesses are falling apart. In reality, businesses generally do not grow smoothly which is exactly why we need to focus on multi-year averages rather than single-year performances. Thanks for the article. It is sad what companies will do to keep their stock prices inflated when their businesses are falling apart. In reality, businesses generally do not grow smoothly which is exactly why we need to focus on multi-year averages rather than single-year performances.

]]> By: Giggsy http://www.fwallstreet.com/article/66-strategy-review-buffettology/#comment-332 Giggsy Wed, 26 Sep 2007 11:01:08 +0000 http://www.fwallstreet.com/article/66-strategy-review-buffettology#comment-332 Hi Joe, I also loved the book except for the emphasis on earnings. The authors contradicted themselves by flogging the wall street methods and then emphasizing the earnings. An interesting (brought to my attention on another forum) article appeared on New York Times about earnings growth: Excerpt: A NEW study has found compelling evidence that companies often tinker with their earnings to make themselves look more attractive. The study found nearly 600 companies over the last four decades that at some point reported earnings increases for at least 20 consecutive quarters - far more than would be expected if no earnings manipulation had taken place. <a href="http://www.nytimes.com/2007/09/23/business/yourmoney/23stra.html?_r=1&oref=slogin" title="Link for the article" rel="nofollow">Link for the article</a>. Giggsy Hi Joe,

I also loved the book except for the emphasis on earnings. The authors contradicted themselves by flogging the wall street methods and then emphasizing the earnings.

An interesting (brought to my attention on another forum) article appeared on New York Times about earnings growth:

Excerpt:

A NEW study has found compelling evidence that companies often tinker with their earnings to make themselves look more attractive.

The study found nearly 600 companies over the last four decades that at some point reported earnings increases for at least 20 consecutive quarters – far more than would be expected if no earnings manipulation had taken place.

Link for the article.

Giggsy

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