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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (6639)	4/8/1999 10:43:00 PM
From: James Clarke	Read Replies (2) of 78572

Mike, I agree with the pessimists. If a rising tide don't lift your particular boat, a tidal wave ain't going to either. Just thought that one up. Pretty catchy, eh? I have two ideas I am just itching to invest in right now that fit all my characteristics, but I am going to wait until the market breaks. If the market breaks and these two small cap value stocks tread water, I've lost nothing - I can buy them at the same price. But I think I will get a much better opportunity if I am patient. [Paul, you don't even have to type it - I know you well enough to know exactly what you are about to tell me.] JJC

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