http://www.vanityfair.com/business/features/2010/04/wall-street-excerpt-201004.print This is about Micheal Burry the doctor turned hardcore value investor. If you're further interested, there's a website called siliconinvestor.com where you'll find him in message board in the 90's talking about value investing with others. See how he picks up his stocks and on what basis. 

This is his profile. You can learn a lot by reading all of his messages from the 90s. 

http://www.siliconinvestor.com/profile.aspx?userid=690845

And here, these guys summarize the above message board topics and put their own thoughts on Mike Burry's investment approach


http://streetcapitalist.com/2010/03/24/learning-from-michael-burry/