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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (2661)	9/1/2000 6:22:23 PM
From: Michael Burry	1 Recommendation Read Replies (1) of 4690

All I see is a lot fashion risk. That say nothing to how cheap the stocks are. ANF was way too cheap. But I've read a lot recently how it and AEOS are riding the benefits of being in fashion this back-to-school season. While ANF was a value, how far it has come in such a short time has a lot to do with this. The stock was out of fashion when the clothes were out of fashion. ANF retooled and now the stock is in fashion as the clothes are in fashion. It makes my head spin. I'm happy in Ross. I'll also look at target and some of the others. GPS is not a value investment yet. Trying to figure out IBI right now. Mike

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