Munger's Berkshire Move: A Sign That the Stock is Dirt Cheap

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I think Whitney Tilson is a smart guy, but just a bad investor. Look at his track record with TILFX.
Everyone is saying that stocks are cheap. I think that this is a misleading statement. It's more accurate to say that more stocks are cheaper than in 2007. And more stocks are going under than in 2007. Is Citigroup cheap?

Jeff Liang of CA 4:51PM December 02, 2008

I'll bet on Munger's analysis rather than the forecast of the previous comment. Tell us your credentials, M of MT. Otherwise, opinions are like a**holes. Everybody has one.

Tom of 6:56AM November 27, 2008

When you cant read the anwer to a very simple question, use the impossible explanation. Tilson is blinded by his investment, and as many other value investors, does not consider the macro environment... I am pretty sure BRK will weather the storm, and be in better shape afterwards, especially on a relative basis, but in any case, the share will get a hit. My target is 30-50k for this Bearmarket, 500-600 for S&P500

M of MT 1:47PM November 25, 2008