Re: GAB Picks

From: Gregory Alan Bolcer (
Date: Fri Mar 23 2001 - 14:20:05 PST

That raises an interesting question, what is it
that makes DeBeers such an overly valued company? Is
it that they take stuff out of the ground that can
eventually be made shiny?


"Meltsner, Kenneth" wrote:
> I've worked at companies that did ground-related things. They tend to lose big when people realize that third-world nations (an incredibly dated expression, eh?) have lots of ground and people willing to take things out of it or put things in.
> My personal bias has been towards medical companies, but too many other people have followed the same chain of logic.
> Ken Meltsner

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