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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3320)	2/25/1998
From: Paul Senior	Read Replies (1) of 78507

Mike: re: NKE and FRK. I like S.H. Whitman's (posted here) thinking re NKE:I also just don't see a compelling reason to buy at this price. Reminds me of the big pro/con discussion (not on Web) of IBM in '94. So many good ideas either way. There though, I eventually did see a compelling reason for me to buy. Anyway, while you're getting chewed on for your NKE position, I wanted to mention a nice call of yours - very timely IMO - on Medusa. I muffed an opportunity there - stock is up nicely since your analysis, and it gave me a carry through opportunity that sad to say, also got away from me. Based on James Clarke's post - something about SJP and his going to FLA to look at all the real estate co's -and your idea about Medusa, Florida Rock (FLK) a cement co caught my eye. If SJP is going to build out - FLK should be a beneficiary. Missed it at 21 last month, now about 26. I won't step up to it at this point, but might be worth following for potential if it retraces lows. Cyclical business probably, but co. seems to be doing okay over past few years. Anyway, very timely mention on Medusa - sorry I couldn't absorb information quickly enough. Happens when you're old and slow - to some of us -g-.

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