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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (7820)7/23/1999 12:51:00 AM
From: Michael Burry  Read Replies (1) of 78496
 
I know, not the typical JJC stock, but I'm intrigued by the business model.

And the typical is...

I'll take a look at Steris. There are certain companies that just dominate the hospitals. But hospitals are willing to wholesale switch if someone comes up with a cheaper option.

I was going to ask you about Mattel. The release was lame. And the last thing I would want them doing is buying back shares. Total debt is way up. Is AR seasonal or a bad sign?

Mike
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