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To: Michael Burry who wrote (8851)11/2/1999 11:49:00 AM
From: James Clarke  Read Replies (3) | Respond to of 78627
 
I see you also screened for a 30% margin of safety. Neither of these would come through on that (remember I play with the raw data a little bit - my favorite adjustment is owned real estate) so there is no problem with your screen.

And no, but Freidmans looks like maybe it should be number 7. Who out there knows Freidmans?

JJC