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

To: Michael Burry who wrote (8997)	11/21/1999 10:07:00 PM
From: TwoBear	Read Replies (1) \| Respond to of 78625

Mike, Armin, are you all concerned about the inability of ABC/ESPN to win the NASCAR lottery or the NCAA basketball lottery? ESPN has by far the best race coverage of the networks and I am disheartened that NBC won the contract. NASCAR races are some of the highest rated programming for ESPN. The only thing ABC/ESPN has left is college football and that excludes some conferences namely the SEC. I know that this is only a portion of DIS but those are MAJOR deals (NASCAR-4 Billion, NCAA-6 Billion) and I was concerned about the loss in advertising revenue. Any opinions? Scott

To: Michael Burry who wrote (8997)	11/30/1999 11:02:00 PM
From: TwoBear	Read Replies (1) \| Respond to of 78625

Mike, I just read your analysis on Disney at your website. I agree wholeheartedly with your analysis and think you hit the nail on the head. I was surprised to see that you had also purchased ANF. I too have watched it since last year when every kid in the mall was carrying a ANF bag. At the time, it had ran way up and I decided it was too overvalued for me. Now that it has dropped, I have considered it, but have been weary of all the class action suits stemming from the leak. What's your take on the lawsuits. Also, now I am favoring AEOS which carries the similar clothing as ANF but sells a little cheaper. This year, the teens I have spoke with say it is the hot store. Last year I read that ANF had tried to sue them for copying their market. On what basis I have no idea. It had dropped along with ANF and is now recovering. Do you have any opinion on it? Scott