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Strategies & Market Trends : Buffettology
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To: Fredman who wrote (1547)5/27/1999 12:30:00 PM
From: Michael Burry  Read Replies (1) of 4691
 
There is a great paragrpah in Wall Street on Sale about Buffett and his changing styles. Also a neat graphic of all the stocks he's owned over the years with temporality on the x-axis. It's obvious that he has in the past gotten into cyclicals pretty heavily, but when he does, his portfolio grows drastically in size.

Mike
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