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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (11001)1/20/2001 1:10:48 AM
From: sjemmeri   of 78667
 
Mike,
I don't know if you're hanging around here at all anymore but I'm hoping to learn a bit more on your methods. After selling a stock on new lows (e.g. YUM at 25 back in July), will you consider buying back after the stock starts trading better? Assuming the value picture hasn't changed of course. Or do you have a trouble buying a stock after
its moving up?

I'm specifically looking at YUM but if you can't comment on a specific stock, I'd still like to hear your philosophy.

steve
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