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Strategies & Market Trends : Buffettology

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To: Michael Burry who wrote (1503)	5/21/1999 6:30:00 PM
From: James Clarke	Read Replies (1) of 4691

Clayton Homes - great management, 16-17% ROE like clockwork, 15 year track record Ambac - the most reliable 12-15% growth in earnings I have ever found BRK - well, duh Mattel - their brands were the ones I played with 20 years ago, and they are still the leaders today. Cash - If Buffett is holding $15 billion dollars worth of it, and institutional investors are scared to death to hold it, it can't be all bad. WHAT I REALLY WANT TO SEE IS TWISTER'S RATIONALE. SOME OF THOSE LOOK VERY VERY INTERESTING. BRING IT ON, TWISTER.

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