Subject: Re: Dealraker made a point worth contemplating: "
Buyer beware! do your own research, valuation and thinking and don't rely on others. I get ideas from here, super investor lists, screeners and investment discussion groups. Once I've run the slide rule over them reviewing on Macrotrend and Dataroma (trends and metrics) I review and think about the business model. 1 in 10 I look at I like, then and and only then do I buy if the valuation looks good.

I first learnt the lesson buying Research in Motion (Prem Watsa) back in the day, learnt it again with Alliance Data Systems (here) and again with Alibaba, (Charlie Munger and Ray Dalio) the first two were tiny stakes. Alibaba is bigger but I'm comfortable having averaged down, what I do look for is far more conservative valuations and margin of safety so it's a screaming buy vs so so.