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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7077)	5/7/1999 3:50:00 PM
From: Bob Rudd	Read Replies (1) of 78462

Interesting article in todays WSJ "TALES OF THE TAPE:Internet Sales Fears Squeeze Retail REITs" summary overview. May indicate one source of value destruction without the fancy math. EVA: I did research on this approach that showed it added little to stock evaluation...ROA and other measures did as well with far less complexity. One thing that came from my digging was the complex variety of adjustments needed to "normalize" EVA with GAAP in various situations. Sounds like Jim understands it well, but you might also wish to consult Stewart's "Quest.." tome on doing these adjustments. bob

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