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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?


To: Michael Burry who wrote (1710)7/25/1999 1:21:00 AM
From: Shane M  Read Replies (1) | Respond to of 4657
 
makes me regret bringing it up on this board. When I come right down to it, I own it for reasons other than Buffett's tenets.

Don't apologize for discussing PPD. I'm glad it was discussed here. PPD was showing on my screens too and I had yet to look into it. Financially it looks like a stock with the appropriate criteria. Given the context (I think it turned up on a Buffett screen you ran on your value thread, right?) talking about the business is entirely appropriate here IMHO.

Shane