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Strategies & Market Trends : Value Investing
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To: Tomato who wrote (5590)12/29/1998 4:04:00 PM
From: Michael Burry  Read Replies (5) of 78715
 
Well, I bought some Finish Line and some LaSalle Hotels today, doubled down on Deswell again. Shoe retailers, REITs, shoe manufacturers, oils, metals, foreign contract manufacturers - I'm really buying the excrement of the market now.

And what am I selling? I shorted Amazon.com today at 337 and change. Very few shares. On principle. As a blue-blooded contrarian I just couldn't sit idly by anymore.

Good investing,
Mike
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