Oct

26

I met Marty Whitman a couple of weeks ago when I was in New York City. Fascinating guy. At 80+ he’s in better shape than I am. But I think Curtis Jensen has a little too much tech focus. Balance sheet analysis doesn’t work as well; techs can have a ton of cash on the sheet and just run through it over time. He’s good, but he ain’t Marty. Also, I hear Marty’s real big in Hong Kong real estate right now.


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