SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (3664)3/26/1998 9:52:00 PM
From: Michael Burry  Respond to of 78666
 
It's hard because to say because there are different portfolios
and I do different thing with them. The portfolio on my web site
is meant to be mostly a "start anew 1998 Jan 1" portfolio. Everyone
has to pick a date to establish a record. Wanger did in 68,
Frank did it in 77. I talk about a lot of stocks I don't buy
and I buy a lot of stocks I don't talk about. For 1998, I've
only sold 2 one-half positions, so turnover is pretty darn low.

Mike