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To: James Clarke who wrote (8844)11/2/1999 9:32:00 AM
From: Investor2  Respond to of 78627
 
Isn't there an HMO expert on this thread? Any thoughts on this one?

finance.yahoo.com

Best wishes,

I2



To: James Clarke who wrote (8844)11/2/1999 11:04:00 AM
From: Q.  Read Replies (1) | Respond to of 78627
 
FRDM and HOLX: let me guess: these must be your two mystery net-nets that did not appear in Mike's list.

quote.yahoo.com

FRDM has a market cap in the 80 M range, and HOLX in the 50's.

HOLX:

Just bought another net-net with a 30% margin of safety, and this one is reasonably liquid for a net-net - 50-100MM in market cap - I forgot to check whether its on Mike's list -

just checked - it is not.


FRDM:
I've got another one in the hopper that is a borderline institutional quality company at a 30%+ margin of safety I have not bought yet - and today it hit another new low, so no shame in waiting on the sidelines. This one isn't on Mikes list either,



To: James Clarke who wrote (8844)11/2/1999 11:35:00 AM
From: Michael Burry  Read Replies (1) | Respond to of 78627
 
In defense, I ran that screen in early October. There are three major problems with it: 1) the volatility in market caps makes the net net calculations much different than today 2) the inaccuracy of market caps as calculated by Market Guide (they are bad at it) that would eliminate a lot of stocks that might be otherwise included, and 3)the balance sheets may have changed, as 10Q's have been disseminated in the last few weeks.

Mike