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Strategies & Market Trends : Value Investing
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To: Sam Citron who wrote (8708)10/21/1999 8:49:00 PM
From: Michael Burry  Read Replies (1) of 78644
 
I just go for what has value. To me, ignoring tech doesn't make sense. I've done well with Apple, Oracle, American Power this year. IMO, applying traditional value criteria to tech is deadly, because there is usually a reason it looks like a value, and it is too technical to understand.
So in tech I look for:

1) Big, Buffett-like established companies with tremendous
cash-generating ability that are out of favor despite a franchise on something
2) Small techs trading at about cash with no debt. They usually do well in my experience.

In tech, good management is rare and when it is present limits become merely a figment. But for an outsider to somehow judge this before the Street does - I don't know that it is possible.
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