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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	5/7/2002 9:18:52 AM
From: 249443	of 78628

Take the Profits and Run Interesting article. I don't know if it's free or not -- but for those that are interested about small & mid-cap valuations: thestreet.com "...Perhaps not in the new nifty fifty, not in the mega-caps and definitely not in technology stocks. However, many nontechnology small- and mid-cap stocks have been rallying nicely for the better part of the past two years..." Robert Marcin is the principal of Marcin Asset Management, a private investment firm. Formerly, Marcin was a partner at Miller, Anderson & Sherrerd and a managing director at Morgan Stanley, where he managed the MAS Value fund (currently Morgan Stanley Institutional Value).

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