SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jeffbas who wrote (2709)12/9/1997 10:14:00 PM
From: Michael Burry  Read Replies (3) of 78530
 
Re: Spreadsheet for Buffettology, OXHP

Finally I've set up anonymous FTP to handle the downloads
so now its a lot easier and more intuitive.
Let me know how it works for those of you that
use it.

Jeffrey,

What can I say? You're right. My own analysis is
at my site sealpoint.com
When I threw out an expected $200M hit yesterday
on the OXHP thread, who knew that it would be so close.
This puts the company on shaky ground financially
with respect to its balance sheet. IMO, it has about
another $200M to give before it starts getting in trouble
in the bankruptcy sense.

James, others, interested in your take on the situation.
Is this a crisis that is overcomeable? I take comfort
in the fact that just two days ago major benefits consultants
were saying providers were not fleeing and we should still
expect 20% enrollee growth, and that the Street is so
negative.

Good Investing,
Mike
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News