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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (3141)2/4/1998 10:58:00 PM
From: Michael Burry  Read Replies (1) of 78523
 
If one is a value investor, why would one need or use a separate methodology to value tech?

I just feel I'm missing a piece of the valuation puzzle on techs. I
like the Fisher PSR deal, but it still requires some inside knowledge
that I don't possess. I've been avoiding them, but with so many
techs hit so hard, now would be a good time for me to learn how
to invest in them. I'll run another Fisher screen and see what
it turns up.

Mike
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