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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (6748)4/15/1999 4:41:00 PM
From: Freedom Fighter  Read Replies (1) of 78595
 
Mike,

I found an article that said that Borders expects to lose about .24 this year from its online business. This means that the valuation based on EPS, ROE, and PE for the stores alone is more impressive than it looks.

I have no idea what the online business is worth or whether it will eventually make money, but in this environment it probably has big value. (even if it is not deserved)

I am starting to like this idea a bit. I wish the company would signal some intention to spin off a portion of the internet business. It would bring in big money and they could still remain a player.

Wayne
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