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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (10838)	7/1/2000 9:24:23 PM
From: Paul Senior	Read Replies (1) of 78594

Mike B: Ha! You should. You still don't have it together. That said, here are three things I like about your investing style/investments/reports: 1. Reports are balanced and clearly written so I can usually understand the analytical reasonings. 2. Investing methods/selection/performance seem to me to be getting better and better. Very good and very quick processor and integrator/synthesizer of new information/styles/methods. 3. Creative or contriarian ideas that get readers (me) out of their typical mindset. I believe I will learn a lot more about myself -- I am learning a heck of a lot right now as I compose this note --and also learn more about my investing ideas and steotypical/unchallenged beliefs as I follow your published writings. This will be good but painful for me I suspect. Paul

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