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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7982)	8/10/1999 4:24:00 PM
From: Bob Rudd	Read Replies (2) of 78817

Mike: Good call on wait & watch on WMI...In regards to Jim's comments on accounting...the former SEC head on the BOD said on the CC that he's convinced after lot's of field audits in, that the accounting is basically solid. If this came from an industry vet, I'd chuckle, but I suspect this guy's solid. Like you, I'm awaiting tax loss selling to add to position. BRK...In addition to tax loss selling, rising concerns over y2k could spank Buffett's baby badly this fall. Recall the hit banks took on an analysts y2k driven downgrade. Do you know what exactly General Re reinsures? I scanned the K, but didn't come up with it. I'm specifically concerned about hurricane exposure, I vaguely recall this season expected to be uglier than usual. bob

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