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

To: Paul Senior who wrote (3903)	4/24/1998 12:17:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78464

Paul, I never meant to lay out a portfolio here, but rather to talk about valuation and stock ideas, some of which I buy and some of which I don't. I have not had a computer all month, so I cannot update the sealpoint portfolio or anything else on the site. I'm writing this on a general purpose terminal in the hospital. Re: my SI favorites, I don't even know what they are - it's been a while. The retirement fund is all mutual funds, so it isn't so much I entered all those stocks Monday as it is that I redistributed by selling, exchanging, and buying over the weekend. I'm certainly not gonna put myself in a 100% margined position in this market, which is what I'd be doing if I put my cash in stocks. Mike