Comments on: Value Investors Continue To Struggle In Choppy Market http://www.contrarianvalueinvesting.com/2008/07/14/value-investors-continue-to-struggle-in-choppy-market/#utm_source=feed&utm_medium=feed&utm_campaign=feed Contrarian Value Investing At Its Finest Wed, 30 Nov 2011 20:23:04 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Bryan http://www.contrarianvalueinvesting.com/2008/07/14/value-investors-continue-to-struggle-in-choppy-market/comment-page-1/#comment-582 Bryan Tue, 15 Jul 2008 09:44:52 +0000 http://www.contrarianvalueinvesting.com/?p=85#comment-582 I think you are right to be mulling over the performance of these great value investors. If we are to learn from them it's important to be aware of their weaknesses as well as their strengths. Even Mr Buffett has been early and perhaps too concentrated in banks - at least that's how it appears at the moment. Whilst most value investors have been struggling during the credit crisis a handful of managers did predict and prepare for it. Robert Rodriguez and Jean Marie Eveillard for example have both been warning of the impending dangers in the financial sector for some time. I say hats off to them. And I wish I had listened to them more carefully. I'm certainly going to keep a careful eye on what they are doing in the future. I think you are right to be mulling over the performance of these great value investors. If we are to learn from them it’s important to be aware of their weaknesses as well as their strengths. Even Mr Buffett has been early and perhaps too concentrated in banks – at least that’s how it appears at the moment.

Whilst most value investors have been struggling during the credit crisis a handful of managers did predict and prepare for it. Robert Rodriguez and Jean Marie Eveillard for example have both been warning of the impending dangers in the financial sector for some time. I say hats off to them. And I wish I had listened to them more carefully. I’m certainly going to keep a careful eye on what they are doing in the future.

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