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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (787)	1/13/1998 9:41:00 AM
From: Ray Dopkins	Read Replies (1) \| Respond to of 18998

>>(incidently Joel Greenblat owned NCR for a while. Mr. Pink, Is that the same Joel Greenblat...founder of Gotham Capital? (and recent author) Thanks. Ray

To: Mr. Pink who wrote (787)	1/13/1998 11:06:00 AM
From: valueminded	Respond to of 18998

Mr. Pink thanks for reply. I will check out sirrom capital. It does seem odd to me that a closed end bond fund could trade at 2.5x book. It would seem to me that it should trade around book. What am I missing ? (I presume book and nav are the same thing for closed end funds) Any other shorts you would recommend ? I am considering clst around 23 but need to do a little more homework. I continue to be amazed at the valuations accorded to some of the internet plays but I guess their timing will come soon enough. again thanks for the thread.

To: Mr. Pink who wrote (787)	1/14/1998 9:59:00 PM
From: valueminded	Read Replies (2) \| Respond to of 18998

Mr. Pink I must admit I find following this thread to be enjoyable in addition to profitable. Your recommendaiton of ACRT as a short has turned out to be fairly profitable so far. After your initial mention, I looked it up and studied and agree with you. It appears to have a heady valuation (although it does seem to take a haircut pretty often these days) You recommended in your last note sirrom capital as a possible short. I can not seem to find it... can you give me a symbol ? thanks Also, given earningsr report from clst, (i have not studied it yet) do you still feel they are a good short. thanks