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Strategies & Market Trends : Value Investing

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To: TimbaBear who wrote (6527)	4/1/1999 8:04:00 PM
From: Michael Burry	Read Replies (3) of 78644

An asset play about to bear fruit? I have a full position in Loews, avg price $92. Now it's $73. I just told my fiancee that I was going to increase the position by 1/2 in am (if I can trade) in lieu of buying MO. Then I see this. biz.yahoo.com My calculation of asset value pegs it at more than 2X current share price. The valuation is on my website under the portfolio section. Mike

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