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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (8386)	9/25/1999 11:15:00 PM
From: James Clarke	Read Replies (3) of 78958

A very good point on timing of internet shorts. I haven't been hurt too bad...yet. Amazon has hit me hard again, but the other two have behaved themselves. But so far it has clearly been an error thinking these would hedge my portfolio if the market hit trouble - they have done just the opposite. I find it interesting that you are honing in on a short of a stock you recommended just six months or so ago. Did something in the business change or did a light bulb go off that didn't before? To be honest, I wish I shorted most of the stocks I was recommending six months ago! Nice articles in Barrons on one I had been waiting for a price on - Wrigley (it still wasn't close) and one I almost added to on Friday but didn't - Clayton. The case for Clayton was laid out pretty clearly there, except for the valuation work, which gets me well above $15 a share. Well above, actually. There are probably at least two shaky quarters between here and there though. JJC

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