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

To: jeffbas who wrote (3753)	4/3/1998 1:01:00 AM
From: Michael Burry	1 Recommendation Respond to of 78535

Thanks Jeffrey. I figured I was missing something, and one of the things I was missing was that the 10-K had been released. The other is that book is at just 85 million. Yahoo lists a higher (false) number, but I remember discounting that when I first looked at the stock as I tried to reconcile the >50% ROE. Evidently I had still put the Yahoo number in my file for the stock, and I've been referring to it. Hmmmm, an argument for me to stick to just 10 or so stocks... some brains just are not meant to handle more, and my memory has never been all that good. So the 10-K includes something that the market hates...I've gotta review it. Thanks again. Mike