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

To: Richard Barron who wrote (3129)	2/4/1998 12:42:00 AM
From: Michael Burry	Respond to of 78567

And this from left field: Buffett corners the silver market biz.yahoo.com Mike

To: Richard Barron who wrote (3129)	2/4/1998 11:34:00 AM
From: Madharry	Read Replies (1) \| Respond to of 78567

I wish i had seen this yesterday morning instead of after the market closed. I just took a small position in DSSI, as it looked to undervalued to let it go by at these levels, but I am interested in other views. DSSI owns about 24% of Tsemf, so it is selling for the value of that, bit ot seems to own lots of other things. See thread for more info. mgmt seems very shareholder unfriendly but an action was filed which may get them moving along. On other fronts UBB made a new recent high today at 32 up from 27 in about two weeks, and TBR is holding its own. I sold my ing. ilike it long term but more compelling values out there.