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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: LauA who wrote (7452)	6/7/1999 10:37:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 78644

So the issue is, with all the stinky parts of contrarian value investing, is a lucrative options plan a lethal one? For ten years, Microsoft can't hardly buy enough stock in the market to offset its stock/options compensation plan, and it doesn't seem to have been hurt. I think in theory it stinks, but in practice it's just one negative to be counted. And IMO not lethal. Kinda like the off balance sheet operating leases that I tried to make a big deal about and got shouted down as it being irrelevant. Too big a deal about minutiae for my own good, I was told. Mike