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Strategies & Market Trends : Value Investing
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To: tencho who wrote (9865)2/4/2000 1:28:00 AM
From: Michael Burry  Read Replies (2) of 78465
 
I traded TBL from about 18 1/2 in Dec 98 to about these levels mid-99. It was a blatant steal at 7X earnings when I bought it. Now, it competes with a lot of other great value ideas, especially in clothing/retail. I agree - it is a great company. Just see it more as a moderately undervalued security rather than a deeply discounted one. Don't get carried away on that 53% EPS growth. Long-term, this isn't a 50% grower.

Good investing,
Mike
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