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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (4243)6/9/1998 6:47:00 PM
From: James Clarke  Read Replies (2) of 78576
 
Fed Filings disclosure today on Buffett. Doesn't seem to have hit CNBC or the newspapers yet. He has bought large positions in Gap Stores (GPS) and Walmart (WMT) and a smaller position in Tupperware (TUP). As you know, Buffett delays his filings, so this is as of early 1997. But it appears he already has a double in the Gap and Walmart. I looked at both closely, leaned toward buying, but somehow never did.

Tupperware is more interesting, in that it is DOWN since then. We don't know if Buffett bought on the way down or blew it out, but it passes the rigorous test from Contrarian Investing. Down by half, low P/E, with free cash flow AND major insider buying (without a single sell). I bought 200 shares today.

Jim
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