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Strategies & Market Trends : Value Investing
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To: Mike 2.0 who wrote (7448)6/7/1999 7:31:00 PM
From: Michael Burry  Read Replies (1) of 78652
 
MOO,

Realize that the perspective that paints mattel.com as something of a gimmick is the article's, not mine. I certainly see the positives to Mattel stock as well. I've said I'd buy it if it hits old lows. But the negatives are real, and include the debt, that it is being forced (by tech evolution and other demographic changes) into new strategies - management didn't lead them there, and questions of management. This helps throw doubt on cash flows, which helps the margin of safety on a debt-laden enterprise shrink, IMO. For a long-term hold, no doubt this is probably a good price. Still, I'm patient for an entry too.

Mike
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