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Strategies & Market Trends : Buffettology

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To: Michael Burry who wrote (1725)8/11/1999 3:24:00 PM
From: hoyasaxa  Read Replies (1) of 4661
 
Disagree. Believe the pharms have more retrun potential then their liabilties have disaster potential. AHP and MO, BTW are steals at these levels IMO. Value their legal liabilities as out of the money options, or as the overhang of a convert and perhaps you'll agree as their EBITDA outpaces the potential for ill, and high ROEs continue....
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