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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (8997)	11/30/1999 11:02:00 PM
From: TwoBear	Read Replies (1) of 78627

Mike, I just read your analysis on Disney at your website. I agree wholeheartedly with your analysis and think you hit the nail on the head. I was surprised to see that you had also purchased ANF. I too have watched it since last year when every kid in the mall was carrying a ANF bag. At the time, it had ran way up and I decided it was too overvalued for me. Now that it has dropped, I have considered it, but have been weary of all the class action suits stemming from the leak. What's your take on the lawsuits. Also, now I am favoring AEOS which carries the similar clothing as ANF but sells a little cheaper. This year, the teens I have spoke with say it is the hot store. Last year I read that ANF had tried to sue them for copying their market. On what basis I have no idea. It had dropped along with ANF and is now recovering. Do you have any opinion on it? Scott

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