Comments on: Diversification: Old School Buffett Style http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/?source=rss Perform Stock Valuation Automatically Sat, 11 Feb 2012 19:05:47 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: johnny http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-8640 johnny Mon, 14 Nov 2011 20:06:47 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-8640 Different strokes for different folks. Walter scholss made a killing off of net nets and wide diversification. Different strokes for different folks. Walter scholss made a killing off of net nets and wide diversification.

]]> By: assman http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-7938 assman Fri, 29 Apr 2011 19:10:28 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-7938 To me diversification depends on one thing: how much information you have. This often depends on the nature of the investment. Buffett's style of investing involves going after great business (massive moat, high profit, high return on equity) at cheap prices. In this case diversification is often unnecessary because chances of losses are often very low due to the moat. A good example of this currently is MSFT. Graham's style of investing involved going after shitty companies at bargain prices. Here you have to diversify. There is no alternative because some of these bargain prices are truly not bargains. Grahams methods will work but only on average. They don't work for specific stocks. To me diversification depends on one thing: how much information you have. This often depends on the nature of the investment. Buffett’s style of investing involves going after great business (massive moat, high profit, high return on equity) at cheap prices. In this case diversification is often unnecessary because chances of losses are often very low due to the moat. A good example of this currently is MSFT.

Graham’s style of investing involved going after shitty companies at bargain prices. Here you have to diversify. There is no alternative because some of these bargain prices are truly not bargains. Grahams methods will work but only on average. They don’t work for specific stocks.

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-32 Jae Jun Mon, 11 Feb 2008 05:05:20 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-32 I too only usually have 5-6 investments. It allows me to get to know the company in more detail as well as keeping up with what's going on in the company. I too only usually have 5-6 investments. It allows me to get to know the company in more detail as well as keeping up with what’s going on in the company.

]]> By: JJun http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-29 JJun Sun, 10 Feb 2008 21:05:00 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-29 I too only usually have 5-6 investments. It allows me to get to know the company in more detail as well as keeping up with what's going on in the company. color: #d9f9ff;">

I too only usually have 5-6 investments. It allows me to get to know the company in more detail as well as keeping up with what’s going on in the company.

]]> By: Anonymous http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-33 Anonymous Sun, 10 Feb 2008 20:32:18 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-33 I am in complete agreement here, my portfolio is concentrated in 6 stocks. When one of those stocks drops to a price I deem undervalued I add what money I have to buy more stock usually from dividends!!! color: #d9f9ff;">

I am in complete agreement here, my portfolio is concentrated in 6 stocks. When one of those stocks drops to a price I deem undervalued I add what money I have to buy more stock usually from dividends!!!

]]> By: Anonymous http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-28 Anonymous Sun, 10 Feb 2008 12:32:00 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-28 I am in complete agreement here, my portfolio is concentrated in 6 stocks. When one of those stocks drops to a price I deem undervalued I add what money I have to buy more stock usually from dividends!!! color: #d9f9ff;">

I am in complete agreement here, my portfolio is concentrated in 6 stocks. When one of those stocks drops to a price I deem undervalued I add what money I have to buy more stock usually from dividends!!!

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-31 Jae Jun Thu, 07 Feb 2008 16:06:23 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-31 Great point. There is always a grey and lots of people will fit in that category as well. Great point. There is always a grey and lots of people will fit in that category as well.

]]> By: JJun http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-27 JJun Thu, 07 Feb 2008 08:06:00 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-27 Great point. There is always a grey and lots of people will fit in that category as well. color: #d9f9ff;">

Great point. There is always a grey and lots of people will fit in that category as well.

]]> By: Anonymous http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-26 Anonymous Thu, 07 Feb 2008 07:34:00 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-26 yea i sort of agree with you. but it's not to draw a line and saying that a diversification is white or black. depending on the nature (ability,knowledge,degree of patience, investment objectives etc) of investors, some will be better off by diversification and others will be successful in their investments by focusing on a few great stocks like Warren Buffett. color: #d9f9ff;">

yea i sort of agree with you. but it’s not to draw a line and saying that a diversification is white or black. depending on the nature (ability,knowledge,degree of patience, investment objectives etc) of investors, some will be better off by diversification and others will be successful in their investments by focusing on a few great stocks like Warren Buffett.

]]> By: Anonymous http://www.oldschoolvalue.com/blog/investing-strategy/diversification-old-school-buffett-style/comment-page-1/#comment-30 Anonymous Wed, 06 Feb 2008 15:34:56 +0000 http://oldschoolvalue.x10hosting.com/2008/02/diversification-old-school-buffett-style/#comment-30 yea i sort of agree with you. but it's not to draw a line and saying that a diversification is white or black. depending on the nature (ability,knowledge,degree of patience, investment objectives etc) of investors, some will be better off by diversification and others will be successful in their investments by focusing on a few great stocks like Warren Buffett. color: #d9f9ff;">

yea i sort of agree with you. but it’s not to draw a line and saying that a diversification is white or black. depending on the nature (ability,knowledge,degree of patience, investment objectives etc) of investors, some will be better off by diversification and others will be successful in their investments by focusing on a few great stocks like Warren Buffett.

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