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| Profile for Michael Burry |
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| Posts by Michael Burry |
| Message | Subject | Recs | Date/Time (ET) |
| Just dropping in for some help. I am looking for a quote where Buffett makes a c | Buffettology | 1 | 01/21/2001 02:17:59 AM |
| Eegad. Do bother. I'll be honest and say that what I'm doing professionally will | Value Investing | 1 | 09/14/2000 12:02:02 AM |
| Following up on my examination of Worldcom, I concluded that Worldcom would have | Value Investing | 1 | 09/06/2000 11:36:34 AM |
| OT "In any case, my GPS position is really a hedge against my wife's spending | Value Investing | 1 | 09/06/2000 11:11:58 AM |
| I also grabbed some SPOR today. At 3 1/4, a no-brainer. Interesting price action | Value Investing | 1 | 09/05/2000 09:45:31 PM |
| All I see is a lot fashion risk. That say nothing to how cheap the stocks are. A | Buffettology | 1 | 09/01/2000 06:22:23 PM |
| UST's risk exposure is 180 degrees different than MO's. I've been pounding the t | Buffettology | 1 | 08/31/2000 07:45:55 PM |
| I'm sure, but it's my secret how I know. ;) | Buffettology | 1 | 08/31/2000 04:59:59 PM |
| I think we're learning something about Gap and fashion in retail. Basically, it' | Buffettology | 1 | 08/30/2000 09:05:31 PM |
| To answer whether this is a good business (and not just apparently cheap based o | Value Investing | 1 | 08/21/2000 04:34:57 PM |
| Archimedes, What suggestions do you have for us in terms of specific plays? | Value Investing | 1 | 08/07/2000 04:11:00 PM |
| Wow. Sickening. Thanks jhg. | Buffettology | 1 | 08/04/2000 03:25:51 PM |
| Yeah, that's what I get to - about 40. That's why it was critical to buy when Bu | Buffettology | 1 | 08/04/2000 12:31:12 AM |
| I think you'd have to balance the tendency to want to buy without driving to the | Value Investing | 1 | 08/01/2000 03:15:39 PM |
| I understand Cisco can close their books within an hour; with that solid a syste | Cisco Systems, Inc. (CSCO) | 1 | 08/01/2000 12:36:06 AM |
| Yes, I do, and yes, I am interested in buying again. But not at this price, as I | Buffettology | 1 | 07/31/2000 12:30:49 AM |
| OK, so it's contrarian, but it is also one of the most visible, over-analyzed st | Value Investing | 1 | 07/30/2000 11:16:49 AM |
| <i>And you don't sell Amazon five months before Christmas. </i> I thought abo | Value Investing | 1 | 07/30/2000 01:20:54 AM |
| I am not exactly arguing, because I understand and believe he can do it, but jus | Value Investing | 1 | 07/27/2000 06:46:23 PM |
| You're aware that ALSC is limited in the amount of Chartered and UMC that it may | Value Investing | 1 | 07/27/2000 05:03:23 PM |
| "Sure 14 is an even better price than 20. but I tried to do something like that | Value Investing | 1 | 07/27/2000 03:59:40 PM |
| I'll second CAT, and Jim's Huttig (which comes courtesy of Jim's Crane). I've bo | Value Investing | 1 | 07/27/2000 03:46:12 PM |
| Yeah, but unfortunately ALSC's stock value depends on industry valuations, owing | Value Investing | 1 | 07/27/2000 03:31:58 PM |
| Jurgis, I'm holding too. The market capitalization lost today exceeds the diluti | Value Investing | 1 | 07/27/2000 03:22:30 PM |
| I would guess the exceptions to the 3 year rule would be tech companies - for ma | Value Investing | 1 | 07/27/2000 03:14:07 PM |
| Re YUM, today I sold all of it in all accounts as it broke 25 1/4 support. Good | Value Investing | 1 | 07/27/2000 02:16:12 PM |
| <i>why "in a period that profits and revenue are growing and strong, why can the | Value Investing | 1 | 07/22/2000 10:53:55 AM |
| Overwhelming demand for the message board (which I had thought was not very much | Value Investing | 1 | 07/21/2000 01:33:24 AM |
| Wallace, you have a difficult task. There are no good value benchmarks. There ar | Value Investing | 1 | 07/20/2000 09:20:31 PM |
| Soon after I posted that, I picked up some. The industry is ripe for consolidati | Buffettology | 1 | 07/20/2000 03:39:59 PM |
| The thing about Buffett and ServiceMaster is that it IS a different company now. | Buffettology | 1 | 07/20/2000 12:08:01 PM |
| Another way to think about the tobacco verdict: does the lack of reaction in the | Buffettology | 1 | 07/16/2000 12:00:35 PM |
| sure do. but i don't even want to get started. engle was a physician, for crying | Buffettology | 1 | 07/15/2000 12:33:44 AM |
| Absolutely. Distressed bonds do seem like they would fit here, and could be a ni | Value Investing | 1 | 07/13/2000 03:15:49 PM |
| My understanding is that Buffett handles the supercat float, namely National Ind | Value Investing | 1 | 07/12/2000 01:31:08 PM |
| He owns a bunch of the company, and whether he says he's hands off or not, I see | Value Investing | 1 | 07/12/2000 12:20:05 AM |
| Congrats on the ANF. I would like to bring to this thread's attention that GATX | Value Investing | 1 | 07/11/2000 10:26:04 AM |
| The learning curve before one finds one's groove varies. I am positive there are | Value Investing | 1 | 07/10/2000 04:16:34 PM |
| Nowhere and in no way am I saying I am the next Buffett. As for opinions, there' | Value Investing | 1 | 07/10/2000 12:55:26 PM |
| HOLD ON About this "experience" issue and notches in the belt, what a crutch | Value Investing | 1 | 07/10/2000 11:12:34 AM |
| Very very offensive Jeffrey. | Value Investing | 2 | 07/10/2000 10:13:16 AM |
| Craig, I wouldn't go far as to say shorts are not part of a value investing s | Value Investing | 1 | 07/09/2000 11:11:45 PM |
| Re: Gap, we all know Buffett liked it enough to buy some. It definitely has been | Buffettology | 1 | 07/08/2000 12:18:05 PM |
| Me, you and Armin. That's three. I started one position at 23 1/4, but as I've g | Value Investing | 1 | 07/08/2000 12:07:10 PM |
| I'm not stopping myself out. This is a volatile stock, and I knew that going in. | Value Investing | 1 | 07/05/2000 09:42:32 PM |
| Yup. And I've got your words etched in my mind for motivation: "You're a doctor, | Value Investing | 1 | 07/01/2000 06:42:45 PM |
| I'll post my outrage just as I did last year. It makes a joke of value managers | Value Investing | 1 | 07/01/2000 11:13:45 AM |
| Jim, that takes guts. Not to buy it. To post that you bought it. I won't buy it | Value Investing | 1 | 06/28/2000 09:30:00 PM |
| As you know, I have a simple philosophy: sell on new lows. There are two reas | Value Investing | 2 | 06/27/2000 01:47:00 AM |
| I'm not fretting about it. It still has support above 50. It breaks 50 and stil | Value Investing | 1 | 06/26/2000 08:33:00 PM |
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