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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7380)	6/4/1999 11:09:00 PM
From: Paul Senior	Read Replies (2) of 78628

Arrrggh. Mike, I thought you doctors were into first-rule-"Do no harm"-stuff. Yeeough. That Hyde information hurts! Well, it was undervalued (imo) when you first mentioned it, and I just have to believe the pendulum has swung too far in the other direction. Don't recall when I sold, but it was under 8, I think. Actually, lots of these athletic shoe stocks have done well. Your Nike of course, and especially KSwiss. I looked last week at Addidas, but info was sketchy (and now I can't find stock symbol). Aside: and as I recall, your Timberland was also a good call. I missed that one; also missed in my evaluation of Nine West. Both look like doubles from the time they were posted on this thread.

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