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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (7076)5/7/1999 12:58:00 PM
From: Michael Burry  Read Replies (3) of 78462
 
I've thought a lot lately of retailers and lease obligations.
The ROIC of just about every chain I'm looking at is very much
decreased, to the point of negative EVA, when I add the PV
of these obligations to the denominator (invested capital). I'm looking for opinions here on how value investors assess retail
chains when so many seem to be destroying economic value.

Mike
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