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Strategies & Market Trends : Buffettology

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To: Shane M who wrote (214)	6/29/1998 1:09:00 AM
From: Michael Burry	Read Replies (2) of 4691

Shane, re: Nike I second James' rec to read Just Do it. We were both in Nashville - I could have loaned it to you - but now I've just completed a move to San Jose CA. It's cheap though and well worth it. I read it and took away a different perspective than James, evidently. Re: another book to read, I just finished Grove's Only the Paranoid Survive. I must recommend it to any of us that are contemplating tech stocks with high ROE's as value investments now that many are fallen. Buffet stays away, and evidently with good reason. BTW, my wife and I ate at Logan's Roadhouse for my last meal in Nashville. I'm following the stock - thanks for bringing it up. Good Investing, Mike

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