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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (8234)	9/13/1999 2:21:00 PM
From: Michael Burry	Read Replies (3) of 78890

Re: home builders, I've gone with Crossman Communities at 25 1/4. I like their return on investment characteristics, inventory management both of which seem to be near the top of the industry. Still small but significant, with good roomf or growth come hell or high interest rates. Sells lower-cost homes in midwest and southeast, and to me for this reason has lower exposure to higher interest rates (for both the low-end reason and the favorable long-term geographic reason). Bought it today. Added Maxwell Shoe, and more Ross Stores. Also trying my luck with another Amazon short at 65. Amazon crashed hard when the market fell last month, so I'm using it mainly as a market hedge, but also with favorably poor fundamentals. Mike

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