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

To: Michael Burry who wrote (4243)	6/8/1998 9:26:00 PM
From: SemiBull	Read Replies (1) \| Respond to of 78576

Understood. I wouldn't run out and buy FSII either. But I would SVGI for the reasons I stated earlier. I guess I am biased. :~) Just one man's spin...SemiBull

To: Michael Burry who wrote (4243)	6/8/1998 9:42:00 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78576

Just food for thought, but, if memory serves me correctly, I believe Mr. Whitman stated that he does not personally invest in individual stocks - rather, he places all his personal assets in the funds he manages. Conceding that no one is infallible, if you believe in Mr. Whitman, one must conclude that he has performed substantial DD on those who are involved in the decision making process at 3d Ave., even though Marty might consider himself relatively ignorant in a given sector.

To: Michael Burry who wrote (4243)	6/9/1998 6:47:00 PM
From: James Clarke	Read Replies (2) \| Respond to of 78576

Fed Filings disclosure today on Buffett. Doesn't seem to have hit CNBC or the newspapers yet. He has bought large positions in Gap Stores (GPS) and Walmart (WMT) and a smaller position in Tupperware (TUP). As you know, Buffett delays his filings, so this is as of early 1997. But it appears he already has a double in the Gap and Walmart. I looked at both closely, leaned toward buying, but somehow never did. Tupperware is more interesting, in that it is DOWN since then. We don't know if Buffett bought on the way down or blew it out, but it passes the rigorous test from Contrarian Investing. Down by half, low P/E, with free cash flow AND major insider buying (without a single sell). I bought 200 shares today. Jim