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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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2616Mike, "There is danger in high returns on equity in companies that are notFreedom Fighter-7/20/2000
2615James, I have a book on Buffett that talks about ServiceMaster. It's an oldFreedom Fighter-7/20/2000
2614Nice link on brand value analysis, Wayne. Thanks. That's one to print out James Clarke-7/19/2000
2613Interesting Reading on Brand Values interbrand.com interbrand.com WayneFreedom Fighter-7/19/2000
2612Jim, No comment on ANF, but yes Dave Matthews and his band are incredible. HShane M-7/16/2000
2611There is that problem of fads. I recently read that my previous foray into the Charles Tutt-7/16/2000
2610Another way to think about the tobacco verdict: does the lack of reaction in theMichael Burry17/16/2000
2609James, >>Maybe I'm looking at a fad. That's clearly the risk hereFreedom Fighter-7/16/2000
2608re: ANF Talk about research your typical institutional investor doesn't doJames Clarke-7/16/2000
2607James, I'm a libertarian so you can sort of guess my view. WayneFreedom Fighter-7/15/2000
2606sure do. but i don't even want to get started. engle was a physician, for crMichael Burry17/15/2000
2605Nope. They did what was believed to be impossible. JMHO.Charles Tutt-7/14/2000
2604Here's a sickening thought. If the lawyers get their usual 25% take of thisJames Clarke-7/14/2000
2603Twister, >>For example, you don't "pay" to read this columnFreedom Fighter-7/11/2000
2602Wayne, my sense is that it is cheaper to deliver news over the web. For example,cfimx-7/11/2000
2601Twister, Do you have any idea how the cost and maintenance of a newspaper web pFreedom Fighter-7/10/2000
2600i think they have a good franchise. I think the people involved are good (Malonecfimx-7/10/2000
2599twister, old chum, I wonder if you have any thoughts on GMST/TV Guide merger andjhg_in_kc-7/10/2000
2598Newspaper companies are doing one of two things Paul. They are either investing cfimx-7/10/2000
2597James, Have you read the comments of Bill Miller and looked at his valuation meFreedom Fighter-7/9/2000
2596Jim, I question the reliability of doing DCF calculations on something like ANFMadharry-7/9/2000
2595Berkshire itself looks very close to a buy price again. I have had a number in James Clarke-7/9/2000
2594OT: Good question. I encountered a similar situation a couple of years ago and Charles Tutt-7/8/2000
2593**Off Topic - Wash Sale** All, This is terribly off topic but I have a Wash SaShane M-7/8/2000
2592Re: Gap, we all know Buffett liked it enough to buy some. It definitely has beenMichael Burry17/8/2000
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