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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (6401)	3/23/1999 9:25:00 AM
From: TAPDOG	Read Replies (1) of 78507

Mike- I viewed your portfolio and I see some overlaps with the small-cap value portfolios of Charles Royce. Have you ever looked at the closed end funds managed by Royce...FUND RVT OTCM... They seem to me to be made up of the usual suspects of undervalued (under-performing) stocks talked about on this thread. These funds sell at a discount of almost 20%. I am short AMZN and EBAY and long a portfolio (including RVT,FUND) that looks similar to yours. So far it hasn't worked. Does anyone think that high pe internet stocks can correct AND low pe value stocks can rally at the same time. Rough scenario to imagine.

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