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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3117)1/31/1998 9:50:00 PM
From: Scott Mc  Read Replies (1) of 78567
 
Mike, great job on Tricon, I really enjoyed your article, also the interview at the site with Greenblatt was well done. I read the book last summer, lots of gems and I was/am looking at YUM, frankly I didn't know how to get a feel for what is it worth based on no track record. I would really appreciate it if you could share some of your methods of deriving a value for YUM? Scott
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