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


To: Michael Burry who wrote (10838)7/1/2000 9:24:23 PM
From: Paul Senior  Read Replies (1) | Respond to of 78594
 
Mike B: Ha! You should. You still don't have it together.

That said, here are three things I like about your investing style/investments/reports:

1. Reports are balanced and clearly written so I can usually understand the analytical reasonings.

2. Investing methods/selection/performance seem to me to be getting better and better. Very good and very quick processor and integrator/synthesizer of new information/styles/methods.

3. Creative or contriarian ideas that get readers (me) out of their typical mindset. I believe I will learn a lot more about myself -- I am learning a heck of a lot right now as I compose this note --and also learn more about my investing ideas and steotypical/unchallenged beliefs as I follow your published writings. This will be good but painful for me I suspect.

Paul



To: Michael Burry who wrote (10838)7/5/2000 3:25:14 PM
From: Wallace Rivers  Read Replies (1) | Respond to of 78594
 
With SYMC breaking 50, are you stopping yourself out? Pretty ugly out there in tech land.
IMHO, if SYMC hasn't issued a warning yet, there will not be one.