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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (1717)8/2/1999 1:06:00 AM
From: Michael Burry  Read Replies (1) of 4661
 
I don't know that I like Disney's internet actions. And if you don't like management, I wonder how safe Disney is. I mean, you are counting on them to develop an internet property correctly. I never use the GO network. Are they developing a sinkhole to counteract the cash flow of their real franchises? And do their real franchises grow anymore at anything greater than the rate of inflation? I mean, electronica/internetica is taking dollars from somewhere among the 4-12 year olds.

Clayton is the lone stock in its sector not yet crushed by any disaster. I don't know what is holding it up. But when it's raining stones, I don't expect even Clayton's umbrella to hold up. We'll see.

Mike
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