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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (5166)10/19/1998 11:26:00 PM
From: Paul Senior   of 78911
 
Yes. Sometimes I just feel like throwing a shoe at you guys with concentrated portfolios who buy these odd companies. -g-. Doesn't at all mean I am right in my opinions though.
In addition to SCNYB, I think we both bought TIE, MWY,CCN, SWR, and ELAMF. I belive you've sold most or all of those before the market collapsed. I still hold all except SCNYB. (And they are down from my buy points.) Trying to convince myself to add to ELAMF at current price. I'll relook at SCNYB. Paul.
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