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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (8588)10/28/1999 10:42:00 AM
From: Michael Burry  Read Replies (4) of 78476
 
I don't know of another way to screen precisely for net-nets. You'd figure somebody would start posting a screen on the internet one of these days.

Well, it's done. It's under "Screening Lab" on my web site. I get 68 names trading truly under net net value, and 47 that are under 66.67%. For me, using freely available software, it's a labor-intensive process, and there really is no good way to screen easily and precisely for net nets as we define them without paying up for some expensive software. I wonder, Jim, if that ultramicrocap net net you bought is on this list?

Good investing,
Mike
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