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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (7001)4/30/1999 9:05:00 AM
From: jeffbas  Read Replies (1) of 78464
 
NH - "analysts and the market don't really have a clue"

Not really fair. I corresponded extensively with Nick Benson at the company and clearly understood that this quarter would be bearing the
brunt of efforts to get inventories back in line. I think the release
suggested that USA and Brazil were stronger than expected. I do not fault the analysts on this one on their estimates, just on their
failure to realize the value and strength inherent in the company and allowing the stock to drop to 75% of book through neglect.
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