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Strategies & Market Trends : Buffettology
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To: Freedom Fighter who wrote (2618)7/20/2000 3:39:59 PM
From: Michael Burry1 Recommendation  Read Replies (1) of 4690
 
Soon after I posted that, I picked up some. The industry is ripe for consolidation, and Horace Mann's ratio issues appear temporary - a confluence of unfortunate events. I think management can turn it around. But it may be bought before then. The ratio even in bad times is still well into profitability.

I also picked up Carnival Cruise Lines. I've wrestled with this one. All the bad news. And the obvious fact that there's more to come. But I think this is a good place to start a position. Favorable demographics, much like my RV pick, National RV. Except much, much, much bigger. And one absolutely knows this business will come back.

Mike
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