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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (9653)1/15/2000 1:06:00 AM
From: Michael Burry  Read Replies (1) of 78715
 
I know THQI well. I've been following it and almost buying for a while now. Nothing knew to this thread either, I think. Midway did well for me. I took the easy money and am out. To hold now wouldn't be my thing.

I only brought up the internets because when one mentions high ROE's currently, one inadvertently brings up the issue of barriers to entry, which brings up the issue of the internets.

Mike
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