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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (10688)	6/3/2000 1:11:00 AM
From: Michael Burry	of 78870

In Neff's contributions to the Barron's roundtable I've found nothing interesting, and even a couple rather simple-minded statements or two, so I never thought to buy the book. But with your rec, I might. I don't believe it. I don't believe there's anyone more rationally contrarian than me. There's nothing like picking a fight. Jim, I just don't believe in top-down market-timing anymore. As long as I can find enough contrarian values to fill my portfolio, I'll be fully invested. A few times in the last few years they seemed to dry up and my cash levels rose. But those periods didn't last. If a period like that does last, then I might be convinced the market is in for something. But I'll let the bottom-up approach tell me that. Mike

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