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

To: cfimx who wrote (10931)	7/12/2000 12:20:05 AM
From: Michael Burry	1 Recommendation Read Replies (1) \| Respond to of 78476

He owns a bunch of the company, and whether he says he's hands off or not, I see the companies he buys develop better ratios and returns and cash-generating ability AFTER he buys them. It could be he is just sitting back and letting his predictions move in on target. But extrapolating Lowenstein's account of the man tells me he is more activist with his public holdings than other sources have led us to believe. SO while I'm not suggesting that he will be handling the venture arm direcly, I would say that a billion+ in freed-up capital will garner a word or two from him. The venture arm has been growing and adding some seasoned leaders. There's clearly a plan to maximize shareholder returns afoot, and the few comments from management that I've seen seem to be Buffettisms. There's a connection, though it may be indirect. Mike