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Strategies & Market Trends : Buffettology

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To: Michael Burry who wrote (2194)	2/24/2000 9:24:00 AM
From: James Clarke	Read Replies (4) of 4691

I just got the annual for WPO - doesn't strike me as too great, but still haven't dug in. Requested annual for Jones Apparel. Liz Claiborne is a winner - their financials are just beautiful, and nobody seems to notice it. Same goes for Jones. Virtually any regional bank (I'd be looking at FVB or MTB, maybe KEY). Emerson Electric looks very attractive, Ambac under 45 is as close to a sure thing as the market offers. Clayton Homes around 8, Sara Lee below 18 just look like theft of really good businesses. Oh yeah, one more. Berkshire Hathaway at 1600. That enough for you Mike? Anybody want to send me some cash? Or do I have to short Rambus to fund these?

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