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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (5158)	10/19/1998 12:03:00 AM
From: Michael Burry	of 78802

The Deswell thread here has been accused of being a cheerleader squad, but it really is the highest quality analysis on SI, IMO. There is little not to like about Deswell at prices anywhere below $15, but the thread tries hard to find them. I'd just refer you there. Paul and Ron and now some other good contributors from here have found their ways to the Deswell thread, and it makes it that much better. I just talk about it a lot because to me it's the most incredulous thing I've ever seen that Deswell hit the $6's. I went on temporary margin to back up the truck to it, and now I've sold 4 stocks to stay off margin yet keep the Deswell shares. But the story really should be over at the Deswell thread. James, you'd be a valued asset there. Mike

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