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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3693)3/30/1998 11:46:00 AM
From: jeffbas  Read Replies (1) of 78653
 
You make a good point, Mike. But that opportunity is more often available with companies in isolated niches than with large groups of companies in an industry that on the surface appear similar and tend to move in groups, both up and down. The P/E of HMAR is unlikely to get to be (your) "half" of a driller's P/E.
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