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

To: Richard Barron who wrote (3087)	1/22/1998 11:09:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78594

Re: CNFL and GES Guess fits into a category of stocks that I've been looking at : branded luxury/leisure. I've been trying to find a value spin on Polo Ralph Lauren (RL), Oakley (OO), and Vail Resorts (MTN). Still trying. Guess as I understand it has lost its luster largely due to a lack of fashion direction and horrid advertising. I saw Marciano on TV watching one of his own commercials and expressing disgust. Of course if it didn't have problems I wouldn't be interested. So I'll look a lot closer. Thanks. Good Investing Mike