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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (8546)10/6/1999 11:34:00 AM
From: peter michaelson  Read Replies (1) of 78530
 
tenkwizard.com

Re: MPP

Mike, do you have further insight into those extraordinary inventory levels. That looks like about 2 1/2 years of inventory.

Does tobacco get aged or something? Is it worth the stated value?

And how about that Russian bond deal! Such a conservative investment strategy.

peter
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