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

To: Madharry who wrote (9645)	1/14/2000 12:27:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78667

Question for teaser: Is that ROE sustainable, and why? Evidence, please. Bonus points: Liabilities, including off-balance sheet items.

To: Madharry who wrote (9645)	1/14/2000 2:02:00 PM
From: Paul Senior	Respond to of 78667

Armin. So you like to play guessing games as well as electronic ones, eh? -g- Yes, still holding THQI. Also still have MWY. Don't like to see that it's dropping though. For that matter, also TOY. OT: How about giving an OT post on some of your recent tech buys. It seems - and I can't really tell given that I'm focused elsewhere - that you are making consistent and absolutely outstanding speculative tech buys one after another. OPTV for example has gone from 60 to about 104 in 3 weeks? I could be interested in something like that! Paul