Brand Name Values and Turnarounds | Stock Discussion Forums

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

A thread to focus on the
turmoil in brand name
companies and on the opportunities
that may arise from such
turmoil. These companies
should have fundamental
and long-term value built
into their names. The latest
hot tech doesn't count.

Personally, I am watching
the Nike, McDonald's and
Seagate stories carefully.
More on these later.

Let's open it up for
discussion.

Good Investing,
Michael Burry

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
82	Review of my picks here of past three years: My performance not good with any s	Paul Senior	-	5/20/2017
81	HAIN. In for a few shares. Business should/could do ok over next couple of	Paul Senior	-	12/12/2016
80	FOSL. In for a few shares. A bet that p/e and p/sales will revert. And tha	Paul Senior	-	4/22/2015
79	Adding to position in KORS now.	Paul Senior	-	4/20/2015
78	ICON: I continue to add to this company of brands as the stock continues to fal	Paul Senior	-	4/2/2015
77	Fwiw, I continue to add to ICON, cut back on MCD. Iconix beats by .01, report	Paul Senior	-	2/26/2015
76	Cutting back on MCD, building ICON. Iconix recently bought Pony athletic bran	Paul Senior	-	2/12/2015
75	PDRDY: I'll up my few shares here a little. "..Its brand portfolio i	Paul Senior	-	12/31/2013
74	I'll reenter LVMH here for a few share buy. In this company are plenty of	Paul Senior	-	12/10/2013
73	I'll take a starting light-weight position in Weight Watchers (WTW). Bran	Paul Senior	-	9/10/2013
72	Adding to UHAL as it drops. Looking at the stock of this brand name for a turn	Paul Senior	-	9/5/2013
71	FL. Building up a very small position in Foot Locker with very small adds as	Paul Senior	-	8/27/2013
70	Not much turmoil surrounding Richemont that I see. I'll step up for a few s	Paul Senior	-	8/22/2012
69	Paul: I was in and out of BBY before I started participating in the value threa	Bob Rudd	-	7/29/1999
68	TSA: Probably not a bet on Harrosh being smarter than anybody. It's more th	Paul Senior	-	7/27/1999
67	TSA Looks like a big bet on Harrosh being a real smart guy...much smarter than	Bob Rudd	-	7/27/1999
66	Oops. Gardenburger (GBUR) reporting disappointing sales comparisons. I bought b	Paul Senior	-	7/27/1999
65	Uh, make my previous GNCI post (June 16) where I said "whoops" a much	Paul Senior	-	7/6/1999
64	Warren Buffett and G. Sorros going after this one right now. Warren owns 2.4%	Richard G. Woodland	-	7/5/1999
63	fwiw, here are two more ideas... TOPP - Bazooka bubble gum, collectible cards	Peter O'Brien	-	7/2/1999
62	Thanks, Bob. Article does give some positives about a shaky company and its ver	Paul Senior	-	6/29/1999
61	Paul: Ran accross this article on Filene's while looking for something else	Bob Rudd	-	6/28/1999
60	Paul: I just glanced at BSMT: Looks like long term debt they had in 96 has migr	Bob Rudd	-	6/24/1999
59	Whoo. Here's an ugly stock: Filene's Basement Corp. (BSMT). Hard to e	Paul Senior	-	6/24/1999
58	Ah whoops. The old story. -g- GNCI continues to rise after I sell and FTL drop	Paul Senior	-	6/16/1999

Go to reply# or date (mm/dd/yy):