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Strategies & Market Trends : Buffettology

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To: LauA who wrote (2192)	2/24/2000 1:24:00 AM
From: Michael Burry	Read Replies (3) of 4691

This board sorely needs to move on - and that goes for everyone, myself included. Buffett stocks in the traditional sense are literally littering the floor of the market right now. Coke's at 50 and nobody's mentioning it (although I don't like it, I know some here do) . My Liz Claiborne post went unchallenged. It is truly a time to be buying Buffett-like stocks, IMO. We have the SEC telling Buffett, "No, you're not that influential anymore" and we have the lone bastion of Buffettology on the net distracted or something. Let's get the idea chain going again. Has anyone looked at Intimate Brands as a Buffett-like stock potential? It is hard to imagine their version of ultra-soft skin mag ever going out of style, and they're earning some 40% on capital. Mike

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