Replies to post #3393 on Global Value Investing

[bradford86]

i agree. but the mistake that i think that you are making is that of the value of your time, if you are making any mistake at all.

there are other, faster ways to make multiples of your money, this one is a super long shot but i agree with you on all accounts and will probably pick some up myself, probably in a few months, probably at around the same price.

mni is undervalued, with a long runway, and all i am saying is that i believe in you so much that i think that you can make more than 10x your money in the next 9 years.

your ROI is higher than that of a long term investment in MNI.

i am willing to bet that in the near future you find something better, but we shall see!

i guess what i am saying is that i'd rather pay a fair price or even a premium for you/your time instead of to buy MNI today...

:-)

i'll let you know when i start picking some up... but for now i am not making room for it because Y.WT and ASX:ATI are my two horses in the race... both of which are playing out to my worst case scenarios... but at least they are legit real companies.

[MNT]

Re: Y.WT

Is it me or the warrants right now are expensive versus the stock?
At $7 people are assuming the stock will head to $35/sh ITM while its OTM atm...

The implicit leverage on returns seems to be lost for the warrants.
might consider adding some stock now..

Happy holidays everyone :)