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Strategies & Market Trends : Buffettology

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To: Michael Burry who wrote (2546)	6/17/2000 11:33:00 AM
From: Freedom Fighter	Read Replies (1) of 4690

Mike, I didn't see your screen on Liqui-Box, but if I did, I certainly would have valued your opinion and taken a look. We found this one independently. (great minds? bg) I found it scanning the Extended Version of Value Line I received during that week. The thing that perked my interest further was that a Yahoo poster I admire (investin2329) is a shareholder. We both own Velcro Industries (VELCF) and have been discussing it for months. Just about everything about LIQB meets my standards for investment so I took a small position. The one thing I don't understand is how they manage to earn that high return on capital in that business. That doesn't mean they don't have some advantage. I just haven't found it yet. If Capitol Transamerica (CATA) is one of the small insurance firms that came up on your screen I would be happy to discuss it with you. I own a position since year end. I'm in at an average price of a shade over 10 and have added to the position as I learned more. There is also a very sharp insurance guy on that Yahoo thread. (insguythen) He's an agent for the company and I believe has a large interest. He knows their business very well. Wayne

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