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Strategies & Market Trends
Brand Name Values and Turnarounds
An SI Board Since September 1997
Posts SubjectMarks Bans
82 11 0
Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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57 Starting a small position today in Gardenburger (GBUR). Financials don't lPaul Senior-6/1/1999
56 Losing confidence in GNCI. Taking about 3 points profit and selling @ 16 15/Paul Senior-5/26/1999
55 Looks to me like Fruit of the Loom qualifies as a beaten down brand name. CompPaul Senior-4/30/1999
54 a classic brand name/value turnaround play: AMPEX (AXC). <eom>flickerful-4/29/1999
53 RE: "Buffett said in his annual that selling MCD was the one big mistake hInvestor2-3/15/1999
52 He seems to regret his decision, which I assume (because it's Buffett) is bMichael Burry-3/15/1999
51 Buffett said in his annual that selling MCD was the one big mistake he made lasJames Clarke-3/15/1999
50 Paul-- As a long suffering holder of Southland Corp. (SLCM), I would like to suPaul Weiss-3/14/1999
49 Re: "I've owned MCD, and decided to unload half the position today.&quInvestor2-3/9/1999
48 I've owned MCD, and decided to unload half the position today. MCD has beenMichael Burry-3/8/1999
47 As long as you're talking about "Restaurant Stocks," what is goinInvestor2-3/8/1999
46 Hi Jim: re UHAL: they seem to be strengthening their insurance operations alsoPaul Senior-3/7/1999
45 re: UHAL Paul, I looked at UHAL in some depth about a year and a half ago at 2James Clarke-3/7/1999
44 Market's at a feast, but not on my restaurant stocks The 'brand name&#Paul Senior-3/6/1999
43 I thought this post on branding and differences in brands deserved a reference Bob Rudd-2/26/1999
42 Status report: Well... not so good -- from my perspective. Stocks discussed bPaul Senior-2/21/1999
41 Paul-- I'll have to take a look at the II article... thanks for the alert. Paul Weiss-2/14/1999
40 Paul, re: PRD. Arrrgh. What a tough call. A company and business and stock wPaul Senior-2/14/1999
39 Paul-- Any thoughts on Polaroid (PRD)? I'm trying to muster the courage to Paul Weiss-2/14/1999
38 TURNAROUND OF ALL TIME!!!! Homestake 1998 net loss US$218.33 mln SYDNEY, Feb long-gone-2/8/1999
37 And taking more UHAL today as market drops 200+ points. Paul Senior-1/13/1999
36 Also added to my position in UHAL today. Plusses are brand name recognition, pPaul Senior-1/6/1999
35 Sorry I sold GUC (68 today, up about 13). Passed on Z. Couldn't figure itPaul Senior-1/6/1999
34 Well, Z is one of the few companies hitting new lows today. That's VenatorPaul Senior-12/8/1998
33 Yes some of those might work out okay. I've looked at MNRO and passed on iPaul Senior-11/15/1998
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