The Poor Investor – Investigatory Value Investing

"Faber est suae quisque fortunae" -Appius Claudius Caecus

Housekeeping

All my “ranting” about Dell has been moved over to Twitter as I believe that is a better forum for those types of conversations.  Although I still disagree with the price offer, I believe that the valuation is being properly looked into at this point.  I have since sold my stake in the company, which may be premature depending on how everything pans out, but I believe there are other opportunities which offer more certainty at this juncture.  In the future, any comments that are aimed at individual companies that do not help to illuminate a particular point or idea will be directed to Twitter as I believe that is a more appropriate venue.

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