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

To: Michael Burry who wrote (4136)	5/22/1998 1:08:00 PM
From: HB	Read Replies (3) \| Respond to of 78523

Michael, I'd love to hear your thoughts about the India Fund. I've made money on it, but am not currently in. APF also seems smart given the discount compared to premia in other Asian closed-ends, though it is good to worry about Morgan Stanley's rights offerings. I have plenty of Asian exposure, from too early, so I'm not keen to jump in, but I may exchange some of my mild-premium Asian CEF's (FPF and JOF) for some if the premia get too wild. Notice you like St Joe (SJP).... do you believe the $32/share asset estimate which I gleaned from a Forbes article (I think)? Book looks closer to $11/share, but presumably some of the 90% of that which is property and equipment is carried at prices way below market? Cheers, Howard