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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (8066)8/28/1999 4:46:00 PM
From: Michael Burry  Read Replies (2) of 78821
 
Between WAMU and USG, Nygren is betting very heavily on a continued strong economy.

The Carpoint aspect of REY I didn't know about. That will make me look deeper, though I don't know its significance. I use carpoint.com all the time and have introduced about 20 people to it this year, all of whom basically throw away the mags they'd been using to research cars.

Wow, looks like Bill Miller was holding Bank One before the crash too. He's been in big in some of the most spectacular crashes of late.
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