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Strategies & Market Trends : Buffettology
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To: Jurgis Bekepuris who wrote (220)8/1/1998 9:15:00 PM
From: Michael Burry  Read Replies (1) of 4691
 
Re: Oracle, Ellison is back and plugging away from what
I hear. Maybe, but too risky for me. My brother is a
database expert and he can't tell me which database company
is the best investment, so how am I to figure it out? And
therefore I can't invest because I don't understand it.

I'm watching Adobe closely, especially with its recent
crashing. This might be the first Buffett stock for my portfolio.
Until now I have just figured that the market was too overvalued
to find anything but "hold" candidates using Buffett's methodology.
Now some fruit are growing fat and low-hanging, and Adobe might
be the first.

Thanks for the work, Jurgis.

Mike
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