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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	2/24/2002 3:59:11 PM
From: 249443	Read Replies (2) of 78510

High-Tech Strategist Newsletter: I don't know how many read the "High-Tech Strategist" newsletter, but the March 2002 issue was simply amazing. It was Fred's mention to the NY Times regarding IBM that started the concern about the recent IBM accounting issues. As a firm believer in balance sheet & income statement issues, this newsletter is the best value out there. He is openly pessimistic when appropriate (taking short positions & long puts). The March 2002 issue was a -- simply put -- scathing fact- based quantitative analysis of IBM. If the sell-side couldn't identify these issues of one of the biggest firms in the world, then they have zero credibility (still). (For those not familiar with the newsletter, it isn't a Michael Murphy or Louis Navellier type. It is an in-depth analysis of statistical trends, balance sheet concerns, and valuations metrics.)

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