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 (4169)5/27/1998 12:18:00 AM
From: James Clarke  Read Replies (1) of 78531
 
Mike does have a real job. Don't know when he finds time to do it...Everybody should read Mike's links to Whitman's interview a few posts back - its a keeper.

Asia. Whenever you want to debate whether something is contrarian or not, there is an easy way to settle that:
1) Is the price down big. YES
2) Is coverage in the financial media overwhelmingly negative. YES

To go beyond that is splitting hairs. Sure there are smart investors buying Asia. But look at the price movement. A lot of people have sold low and are still selling. And of course they are not admitting it.

I lived in Asia for two years not that long ago. The price of these markets kind of makes me want to go back just to make sure everything is still there.

Sleeping well.

Jim
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