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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (8880)	11/4/1999 7:24:00 AM
From: Madharry	of 78658

It sounds to me like if you can figure out which moat will weather the sands time. Not much else matters a whole lot. Perhaps we should start by taking a poll and figuring out who will be earning above average rates of return on equity 10 years from now and go on from there. If we get that part of it right everything else falls into place. Having said that when I think of companies that should retain an edge 10 years from now what comes to my mind are companies like UPS and FEDEX. It is hard for me to imagine a new competitor to them coming up. ALso they should continue to grow as well. Wallmart wold be another. Any other candidates?

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