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

To: Paul Senior who wrote (7526)6/10/1999 4:05:00 AM
From: Michael Burry  Read Replies (2) | Respond to of 78666
 
Arrgh. P/CF. I'm really looking forward to trying to figure out what percentage of amortization and depreciation should really be added back, and what do net working capital changes mean in a cyclical anyway? Actually, I'm burned out. I've just spent the greater part of the day ping-ponging my brain on how to handle goodwill and honestly I'm starting to not care. That's how I handled operating leases. My last post for a few weeks - see you in July.

Mike



To: Paul Senior who wrote (7526)6/13/1999 2:23:00 PM
From: Paul Weiss  Read Replies (1) | Respond to of 78666
 
Paul-- It was you that suggested three buyers on a given stock from this thread equals a good idea, wasn't it? Well, I made a rather large initial purchase of UNA last week. I believe that makes two. Anyone else long or short Unova? Paul Weiss


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