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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (10058)	2/25/2000 2:35:00 AM
From: Marc Fortier	of 78650

The outlook for Mattel looks grim to say the least. I still hold a small position through the DRIP. Like you I may unload this one in the near future, but hasn't made up my mind yet. As for discipline, well, you sound very Buffett-like when you talk about it... and I don't say it negatively at all. In fact, I admire you to stick to your principles. I just can't follow the same strategy. Too tough and frustrating. Anyway, as I said, I still believe in value and holds to my TR, DCI, FUN, MO and GBT.a (TSE). In the long term I am quite confident that they will perform well. Furthermore, at current valuation I'd be glad to add to my positions if I had some cash to invest. MF

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