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

To: Madharry who wrote (11019)7/27/2000 6:46:23 PM
From: Michael Burry1 Recommendation  Read Replies (1) | Respond to of 78717
 
I am not exactly arguing, because I understand and believe he can do it, but just turning that which can be freed up into venture capital does not create any additional margin of safety, IMO. I'm trying to be realistic about this, but the real reality is I'll buy it again at $14 because I believe management of ALSC is indeed capable, as you suggest.



To: Madharry who wrote (11019)7/29/2000 12:56:26 PM
From: scott mcdowell  Read Replies (1) | Respond to of 78717
 
nice little write-up on ALSC in barrons - up and down wall street section.


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