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Strategies & Market Trends : Buffettology

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To: David Bogdanoff who wrote (2302)3/10/2000 11:57:00 AM
From: Michael Burry  Read Replies (2) of 4661
 
One that he has moved into, and that I've bought, is GATX Corp. Glancing at it won't get you anywhere, and even an analysis won't get you anywhere until you see what Equilon is willing to pay for just two of GATX's terminals. And until you see the strides GATX Capital is making. And until you see that management talks like Buffett disciples. Not sure who lit the fire under these guys, but I can imagine who might keep it burning. The stock is in the dumpster along with the rest of the Dow Transports.

Wayne, Re: D&B, take a look at how much Fitch is paying for DCR, a much smaller company than Moody's. The key dynamic is how D&B is working with the Oracles and Siebels of the world to ensure it maintains a leading position in business information as ERP software flourishes. It is difficult for me to assess that dynamic. But I assume Buffett can.

Brands are getting murdered once again today. Thanks Dial. I haven't bought in yet. KO getting KO'd.

Mike
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