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Strategies & Market Trends : Buffettology

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To: Jurgis Bekepuris who wrote (223)	8/2/1998 4:08:00 PM
From: Michael Burry	Read Replies (1) of 4691

I agree on Fastenal. It is on my "Buffett watch" list, but I'm worried about it's relatively short history (short in Buffett terms, that is). So I'm waiting on it. Anyone looking at Fair Isaac? This looks to me like a Buffet company with Buffett qualities. It's been on my list for 7 mos now, but I'm waiting for a Buffett-like price/return estimate. Mike

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