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Strategies & Market Trends : Value Investing

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To: Mike 2.0 who wrote (6293)	3/14/1999 1:01:00 AM
From: Michael Burry	Read Replies (1) of 78686

Mike MOO, I've made few buy and hold decisions lately (my portfolios are generally full not of these but rather "buy and sell when you have a decent gain in a reasonable amount of time and the stock doesn't look so undervalued anymore given that the market is teetering on a crash by historic valuations"). I agree with you on MAT. Also still holding Timberland and will continue no matter what. That's it. After some tech industry research the last few weeks, I'd love to get into Oracle at prices less than 20 as a long-term hold. Or maybe Disney at 23 or so. Can't see anything else out there. Buffett professes he can't either in this weekend's release of BRK's annual. Mike

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