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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (6881)4/21/1999 10:28:00 PM
From: Michael Burry  Read Replies (3) of 78490
 
Jeffrey,

CPU falls into the MWY category for me. I have no idea what catalyst will shoot them up. All the available news is bad and the stock gets crushed and insiders buy.

All I can say is that there will be a nationwide physical chain of computer superstores with an internet presence. And it appears the stock is being valued as if its bricks and mortar are a liability rather than an asset.

All the news was bad on Brazil, all the news was bad on the shoe retailers, all the news was bad on the oil companies, and yet they still rallied for some reason. And there wasn't nearly this much
insider buying.

Then again, Midway just sits there like a bump and falls
every so often.

Mike
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