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


To: Michael Burry who wrote (9267)12/10/1999 9:46:00 PM
From: Daniel Chisholm  Respond to of 78570
 
No 10,000 by 2,000 Unless the flurry of a few days ago continues.

Whether it's 9,300 or 11,000, I don't care, just so long as the quality of this place remains as high as it has been. This is, IMO, the best thread on SI.

I don't mean to totally waste everybody's time simply toadying up to Mike ;-), even if he deserves it, so how about a trivia question / contest?

When will the number of posts on this thread exceed the value of the Dow? ("never" is an acceptable answer, but not the one sought! ;-)

- Daniel

EDIT: probably not a good idea to "post your guesses", that would be too much clutter. How about considering it as food for thought for a while, and if you happen to be making an on-topic post anyhow, tag your "Value Crosses Dow" thoughts on as a "P.S.)



To: Michael Burry who wrote (9267)12/13/1999 5:43:00 PM
From: Andrew  Respond to of 78570
 
for consideration by this board-
Medicalogic, just went public (MDLI) with a $600 MM market value. Its revenues might match that of Quality Systems' (O-QSII) micromed/clinitec division which also has web based products. Yet MDLI is losing money hand over fist whereas Micromed division and QSII is making money.

QSII today at $6/share is around book value/share with almost $3/share cash, NO debt and profitable, with 6.6 mm shares out, qsii sports around $20-$25 mm market value on BOTH PROFITABLE dental and micromed businesses COMBINED. (net of the cash)

something is out of whack here.

QSII has very active large holders who recently forced mass improvement in QSII's board, replacing 6 of 7 members, adopting what many consider the strongest corp governance by-laws of any public company and most importantly got the CEO founder to step down in an orderly manner. see my 13D filing at sec.gov



To: Michael Burry who wrote (9267)12/13/1999 8:53:00 PM
From: LKO  Respond to of 78570
 
<OT>

Mike, is the country about to face a shortage of
doctors ? Read this excerpt...from GBLX thread <G>


...
FOF (a friend of a friend) is a doctor and she quit her
medicine practice to play b2b stocks.


Message 12275551