Mike, first this is NOT a note from Dr. Burry in disguise! But I think your put down of "tech retailers" is silly. You will not probably remember (how could you, I barely can) but within the past two weeks I asked your opinion on MZON, (I think it was on the MU thread), which I took long at $12. You said you didn't know it. It is a growing computer, nay, TECH RETAILER (mail order) which last week went from $13+ to $18 3/8. I will not hype you will all the details but its numbers look very good as does it management approach in that business. ANYWAY, it seems the point in ALL THIS is to make money, not style points, and its one week 37% gain is just as nice in my portfolio as if it was a small bio-tech 37% gain or a MU short 37% gain, both of which I admit I am too stupid to figure out how to do anyway.
Just to take both sides I also want to point out to Dr. Burry that 37% times your previous position is better than the fishing today and a whole lot easier than dividing by zero, which few doctors ever have to do anyway. |
