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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (9981)	2/16/2000 1:36:00 PM
From: Michael Burry	Read Replies (2) of 78661

Re: EBSC there was this discussion about operating leases that added some $15 on the liability side, unless you buy Jim's argument that they might actually be assets. In any event, it probably really wasn't a net net in the first place, IMO. Just a value-stock retailer, susceptible to all kinds of competitive forces. As it is, most of us are down about 15-25% in it - or less than what we would have been down if we had bought Bebe or Abercrombie. This is one that could sit a while and not participate in any resurgence in the retailers. I for one am looking at transferring the EBSC money to another retailer, and am looking at ANF, LIZ, and RL. Mike

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