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

To: Michael Burry who wrote (6748)	4/15/1999 4:14:00 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78596

Mike: To me, as a value investor, it makes no difference whether the market is topping or declining. You are right. I cannot understand the institutional perspective - if we are talking about value investing. They ought to be able to deliver decent returns in this market. You are a value investor right?, and you claim to trounce the market bogey, so apparently it can be done. Just venting about Buffettology refugees. If I have a problem with somebody's post, I'll deal with it and them directly.

To: Michael Burry who wrote (6748)	4/15/1999 4:41:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 78596

Mike, I found an article that said that Borders expects to lose about .24 this year from its online business. This means that the valuation based on EPS, ROE, and PE for the stores alone is more impressive than it looks. I have no idea what the online business is worth or whether it will eventually make money, but in this environment it probably has big value. (even if it is not deserved) I am starting to like this idea a bit. I wish the company would signal some intention to spin off a portion of the internet business. It would bring in big money and they could still remain a player. Wayne