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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (889)4/21/1997 12:50:00 AM
From: Michael Burry   of 64519
 
Hi Jim,

I agree with everything you just said, esp re: Intel
and MSFT. Re: the net-net, it is certainly interesting, isn't it? I believe Graham bought a huge basket (100's) of them. Additionally, the market was depressed so a higher percentage of the NN's
were just misunderstood. In this market, a net-net would carry more risk, I would think, because it is less likely to be overlooked and more likely to be really in trouble. Also, I can't find hundreds to
diversify and lessen my risk. But it's a situation I would
watch. When this same company came out of bankruptcy in 1991,
it rocketed 10-fold.

Good investing,
Mike
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