SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Burry who wrote (3362)2/26/1998 9:29:00 PM
From: jeffbas  Read Replies (1) of 78519
 
Mike, I am seeing the growth tech stocks go to the moon but much less progress in what we would call value stocks.

For example, I bought a small amount of Flextronics about 2 weeks ago at 36. To give myself a "margin of safety" on a volatile stock, I wrote July 45 calls for $3, being willing to take $48, for a 30+% gain in 5 months. Its there in two weeks!

From where you sit do you see the same thing? The HYDEA's of the world are doing little. Do you think it will change or do we have the wrong strategy for this up cycle?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News