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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Graham Osborn who wrote (61811)	3/14/2019 10:34:38 PM
From: Spekulatius	1 Recommendation of 78748

Re Mike Burry/ Scion. Some of stocks do make sense to me. CPLG looks cheap based on P/Book, and FFO and is a spin-off. MCK, MHK are cheap based on EV/EBITDA and decent business (I own them too) DIS, FB, GOOG are relatively cheap growth stocks. Ionen them too, but reduced FB recently. CELG May be a merger play, possibly arbitrage CLF is very cheap based on FCF. i don’t like TLDR and GME AABA is buying Alibaba on discount. This portfolio is actually making more sense than the ones I have seen before. There is a bit of overlap with mine. I think it plays in different categories of value.

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