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Strategies & Market Trends : Value Investing

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To: John Langston who wrote (2533)11/22/1997 2:07:00 PM
From: Michael Burry  Read Replies (3) of 78615
 
Several ideas in this weekend's Barron's.

Ispat International, a company I brought up quite a few
months ago, is a featured story. It's now at 22 or so
vs. 25 and change when I brought it up. Looks even better
now. I had forgotten about it, but is it a better story
than WHX? I have to look into it more.

Bill Nasgovitz, the Heartland Value fund manager who
has been loading up on Hyde Athletics (HYDEA, HYDEB)
talks about two of his favorite stocks now, Martin
Industries and Teltrend. Both of these really require
explanation. And the stories are so superficially
bad, I doubt there will be the usual Monday am Barron's
kick up in the shares.

Good Investing,
Mike
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