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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3138)2/4/1998 9:47:00 PM
From: Paul Senior  Read Replies (1) of 78525
 
Mike Burry: I agree with Scott in previous post. Primarily PSR ratios. I don't use expended R&D as percent of revenues which was also mentioned here earlier.
I've read your latest article also; I like that it will cause me to go back and review some of my Graham material.

If one is a value investor, why would one need or use a separate methodology to value tech? And additionally, there are still many good companies out there that can be evaluated and sell now at reasonable prices, no need to find something else, IMO.
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