Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

The "discipline" does include deviating from the discipline. The problem right now is that most of the former value stock which were in the core have quadrupled (most of them were ridden up into the current crest) and it is very difficult to find good value attached to good future prospects. Above $20 AAPL became just another tech stock, and other stock seemed, rightly or wrongly better plays.