Brand Name Values and Turnarounds Message Board

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Strategies & Market Trends : Brand Name Values and Turnarounds

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To: Michael Burry who wrote (12)	6/9/1998 7:00:00 PM
From: James Clarke	Read Replies (2) of 82

Tupperware (TUP). Very interesting business model, low P/E, very high ROE. Buffett owns it (Fed Filing today which has not gotten publicity yet) and you could buy it at what I would guess is his average cost. (note: I can't prove that he still owns it. I know he owned it in early 1997 in the 30s. Now the stock is at 27-28. He may have bought it all the way down to 25, he may have blown it out. What I know about Buffett tells me he would not blow out a stock in six months which he had decided to buy). Also, Tupperware has extremely strong insider buying for the last six months. Many insiders, and significant bets. At least worth studying. I had done my homework on the business six months ago at the bottom and came out neutral. I bought it today up two bucks on the Buffett filing.

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