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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (7527)6/24/1999 12:10:00 AM
From: Paul Senior  Read Replies (2) of 78667
 
Hey Mike! You're back!! All right! Hope you guys had a great time.

Some very, very good stock picks I think on your part recently & very good moves in some of your positions while you were gone. ORCL especially. Some others too it seems.

Maybe you should go away more often?? -g-

(.....Right. I haven't changed a bit -g-)

And as regards France, would you have an observation on French phone giant ALA? It actually does look somewhat undervalued compared to some of the telecos I see here (and ALA does have a presence in the US also).

regards, Paul.
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