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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (2864)12/22/1997 10:50:00 PM
From: Michael Burry  Read Replies (1) of 78670
 
Re: HYDEA, PD

Yeah, I'm back in HYDEA at 4. I'm really playing it for a
return to net net value barring a fundamental change for
the better. At 4 it's < 66% net net and its profitable,
a respected value guy is buying. If it hits net net in two
years, then that's a 50% two year gain. Classic Graham.

You obviously have a lot to offer, but I wonder if your
basis is Graham/Buffett or is it business school "PV of
future cash flows are all that count" theory.

I am very interested in your opinion on PD specifically
and how it should be played, if you have any insight in
the copper industry and where it is on the cycle.

Mike
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