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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (21020)4/3/2005 9:01:34 PM
From: doug5y  Read Replies (1) of 78729
 
According to Third Avenue Funds ( Whitman, et al ) latest fund holder letter, MBIA is # 9 in their list of top 10 Holdings. Whitman's motto is "safe and cheap". I can't wait to see next Q's letter, to see how much he still has ( if any ).

thirdavenuefunds.com ( bottom of page 1 )

FWIW

Disclaimer, I'm long MBI.
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