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Strategies & Market Trends : Value Investing
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To: Michael Burry who started this subject5/1/2002 9:35:11 PM
From: cfimx   of 78670
 
my favorite idea right now is mcldd. this is a "Greenblatt" special, fresh out of Chapter 11. It's awfully cheap, but you have to suspend disbelief about 1) Telecom 2) Competitive Service Providers. Oh, and you have to use a good ole fashioned DCF calculation. Confused? Think about what investors will pay in 2004 for this company's 2005 results.
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