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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (1734)8/14/1999 9:42:00 PM
From: Michael Burry   of 4661
 
Wow, Jim. The next Shaq? At a PE of 30, with so much potential, I'd say he's a keeper ;) Congrats! Don't know the feeling myself yet.

Re: Mattel, I'll try my darndest to stay a while. Re: reconsidering, I meant to say I've reconsidered on Mattel. On the ROIC situation, still mostly sticking to my guns. A poorly run business with potential is my take.

Mike
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