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Author: Padavona Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 8764  
Subject: Re: New to the game (?questions?) Date: 6/22/2000 12:49 PM
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1) For people with little time to rummage through FUD, what are the 2/3 top places a Gorilla Gamer should go for intelligent discussion (feel free not to include
the TMF if I am in the wrong spot)?
2) What investing philosophies would you suggest I examine next to build on the Gorilla principals (please provide sources if possible: books, chat groups,
URL's)?


Have you tried SI?
www.siliconinvestor.com

The SI boards are very much like TMF's when it comes to post quality. You'll gleen much knowledge scanning various posts. Just remember no matter where you go, you will be hip deep in FUD. And even deeper in Pump-ism. Somewhere betwixt lies the truth.

If you are looking for a great periodical but don't want to break your wallet, I suggest The Red Herring. Red Herring is produced once per month and is stuffed full of great articles. I purchased my subscription through www.bn.com for about $25/yr -> great deal.

Great books? Here are some diverse investing philosophies, all worth giving a look regardless of your affinity (or lack thereof) for technology stocks:


The Warren Buffet Way by Hagstrom
Rule Breakers, Rule Makers by David and Tom Gardner
One Up on Wall Street by Peter Lynch
What Works on Wall Street by O'Shaughnessy


All are worthy reading. Even though Buffet and Lynch are technophobes, their analysis of what makes or breaks a company applies to all sectors. Lynch is also much more willing to take his profits than is Buffet (who prefers to hold ad finitum) so you will get both sides of a winning stories to develop a strategy around.

The Gardners expand on the work of Hagstrom and Lynch in many respects, clearly influenced by both. They are anything but technophobes. A very readable book for beginning and intermediate investors, and a valuable resource for advanced investors.

O'Shaughnessy's book is geared toward mechanical investing. However the backtested data should give you ideas for screening for stock ideas, and also flash a red light if a company you own is on the opposite side of the spectrum historically. Just a suggestion, I happen to be very mechanical by nature.

Now repeat after me, "I like fud. Fud is good. Fud make QCOM cheap. Fud make MSFT cheap. Fud rules."

My biggest problem is everytime someone on the TMF boards gets into a hissy fit and starts screaming FUD, and can't help but picture a dumpy hunter with an elephant gun tracking a wascly-wabbit.

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