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

To: Michael Burry who wrote (1503)5/21/1999 6:30:00 PM
From: James Clarke  Read Replies (1) | Respond to of 4690
 
Clayton Homes - great management, 16-17% ROE like clockwork, 15 year track record

Ambac - the most reliable 12-15% growth in earnings I have ever found

BRK - well, duh

Mattel - their brands were the ones I played with 20 years ago, and they are still the leaders today.

Cash - If Buffett is holding $15 billion dollars worth of it, and institutional investors are scared to death to hold it, it can't be all bad.

WHAT I REALLY WANT TO SEE IS TWISTER'S RATIONALE. SOME OF THOSE LOOK VERY VERY INTERESTING. BRING IT ON, TWISTER.



To: Michael Burry who wrote (1503)5/22/1999 1:03:00 AM
From: Fredman  Respond to of 4690
 
probably because: for every reason someone will have FOR buying a stock, you will have a reason NOT to buy it, and for every reason someone has for NOT buying a stock, you will have reasons FOR buying a stock....... :-)


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