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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (8540)10/6/1999 12:48:00 AM
From: Bob Rudd  Read Replies (1) of 78530
 
Mike: I've been in MPP for a round trip from about these levels a year ago. Looks like a great value although the concentrated ownership unfortunately precludes consideration of takeover. They mentioned increased competition in the premium end despite a lot of inventory overhang being worked out of the market from the aftermath of the fad demand. Wildcard's: Creating international demand and what happens when Cuba opens up [MPP has US rights to some of the top Cuban names]
bob
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