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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (6579)4/4/1999 2:10:00 PM
From: James Clarke  Read Replies (1) of 78659
 
That was a great piece on Steelcase. I had done a lot of work on the stock before my firm invested in it a couple months ago, but they dug up stuff I hadn't found. If you haven't read the piece, read it. This is a fine company, an industry leader and very cheap. I could see this tripling if management does what it says it is going to do to bump up return on capital.

JJC
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