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

To: chirodoc who wrote (3312)	2/24/1998 5:04:00 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78497

Don't know if you heard but NKE is trading down about a deuce aftermarket...preannounced dissappointing earnings for Q.

To: chirodoc who wrote (3312)	2/24/1998 6:48:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78497

MBK is an interesting one, and I don't fully understand it. This is what I think I know: Revenues ranging from 20-25 billion last 3 years. Market cap 64.5 billion. Price/book 2.1 That's it. I don't know how to value Japanese banks, and I don't understand the Japanese banking system. Is there anyone on the thread that can help us out? Will MBK be the Citibank of our banking crisis, rising out of the ashes? Is it positioned to have an inside track on the ongoing Asian asset/land sales? Thanks in advance, Mike