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Strategies & Market Trends : Buffettology

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To: Michael Burry who started this subject	8/8/2003 7:09:20 PM
From: Paul Senior	Read Replies (1) of 4690

Gave up on small exploratory position in MLI. I had found it after it was mentioned in the media by a couple of Buffett followers. Berkshire is a holder according to Yahoo. biz.yahoo.com Company has had a pretty good history of building value (esp. book value), and has little debt and a good amount of cash. I just had expected the stock to perform better - more in line with other stocks that've moved up since Oct. MLI earnings were down sharply last quarter, so there's been no improvement in the business. Perhaps it's just my problem though. Lack of patience. I can't find a real good reason to keep holding this one. I would've hoped that seeing Berkshire have a position would've been reason enough to hold, but for now, for me, it's not justification enough. Paul Senior

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