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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (9740)1/26/2000 12:45:00 AM
From: Michael Burry  Read Replies (1) of 78507
 
"What you have to worry about is if you are leasing space for $20 in a $10 market. I don't think that is what we are dealing with here. "

I'm not so certain we aren't. That danged internet, don't you know! In any case, I believe Graham would count the liability of operating leases as real. And I'm not going to rely on an investment hypothesis that says they are actually assets, especially not in a net net! In any case, I do see corroborating value in other aspects of the business.

Mike
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