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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (6528)	4/2/1999 3:06:00 AM
From: James Clarke	Read Replies (1) of 78656

Wow. That's big. Loews has always been a breakup value story. The danger in a breakup value story is that the value never gets "breaked up". Looks like Larry Tisch is making the right move again. Sell CNA to Berkshire, sell tobacco to MO. The risk to this scenario is that selling CNA could represent a fraudulent conveyance. The same reason RN couldn't just spin off Nabisco. JJC

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