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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (1557)6/7/1999 7:40:00 PM
From: Michael Burry  Read Replies (2) of 4691
 
James,

Just wondering what you think of Mattel now that the WSJ has done a front page plastering of the company and its CEO? I for one now feel that the ratio of my ignorance/ignorance on WS re: Mattel has jumped a bit. The article seemed a bit skewed, but I still feel I learned some new information that I have to incorporate into my investment thesis for MAT. It's not really a low-profile company, and credibility issues have certainly arisen. Evidently an idiot can't run the company. The franchise isn't that good, maybe?

Mike
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