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Strategies & Market Trends : Value Investing

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To: Tapcon who wrote (31171)	6/13/2008 3:33:50 PM
From: E_K_S	Read Replies (1) of 78748

It looks like he made his money at Mesa Limited Partnership in the late 80's. milkeninstitute.org From the article"...During his affiliation with Mesa through 1988, Batchelder led the team responsible for Mesa's investments, acquisitions and financing activities...." =============================================================== He must be very positive on HD with that kind of scratch on the table. Edward Lampert also has been buying the stock. I guess at some point you have so much money that a few million is just noise. $191 million to me is more than noise. There was some rumor that Buffet was sniffing at HD. Last time I did the analysis in 1998, HD's real estate (market value) was worth about $17/share but they have a lot more debt now and I think they split the stock too. EKS

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