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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (2797)	12/18/1997 11:21:00 PM
From: Paul Senior	Read Replies (3) of 78746

Mike: re: VO. The standard wisdom is just laid out oh so clear. Spirit business is lousy; wine business too maybe. Leader is a weirdo son playing with his toy. Everything he does, he screws up. VO is down and it ain't never gonna get better. Now we see why nobody is buying and everybody is selling. Well, the liquor business is maybe a lousy business. Has been for a long time it seems - no news there. And maybe I deserve Mr. B. Jr... If it were me, I could easily see me giving up stale old Dupont for more glamor, more potential MCA (Universal). That was then- it's done; now VO has a fairly attractive francise - maybe a Buffett type: a good business with a mediocre management. I wonder how many people call this billionaire "Twinky" to his face? Maybe, he's gonna try very, very hard to show them, us, his father, etc. that he can get lead us to the Promised Land. This guy Worswick know Bronfman? Or know you? Pretty quick to knock Bronfman and pretty quick to say you're a good guy. I don't know either comment to be true -g-. So stay away? Never buy this company? Phooey says I. At the right price it's a buy. Paul

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