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Strategies & Market Trends : Value Investing
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To: valueminded who wrote (4500)7/26/1998 2:19:00 PM
From: Michael Burry  Read Replies (2) of 78717
 
Re: NH, value investing

I bought in a small position at 23 and change. There was relative and absolute value there by every measure I could find, both within the industry and compared to the whole stock market. It fell through 23 support on high volume, and has kept falling, along with the rest of the industry. I committed to double my position at 60% of my original position. So that's about 14. I have no illusions it won't get there.
I believe that as bad as the relative disparity between value investors and go-go investors has been the last three years, it has increased an order of magnitude since late Spring. Certainly a gut check for value investors everywhere.

Good investing,
Mike
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