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4x earnings, people are questioning its terminal value. : That brings up maybe an interesting point. Many investors who have studied Buffett and Munger have developed an appreciation for quality which means these companies tend to trade at (Continued on page 22) EFTA00300985 Page 22 Alex Maga

r influences on you and developing your style of investing? JG: Definitely my boss Greg Shrock. He gave me all of the Berkshire letters and the Munger speeches and that kind of stuff. Also, Bruce Greenwald's Economics of Strategic Behavior class. It really helped me understand competitive advan

shut down his investment partnership and went on to become vice chairman of Berkshire Hathaway, where returns have been more than adequate. While Munger's volatility is a bit greater than average, the simple fact is that any long term focused, concentrated, value based investor will inevitably have s

e: He does have one area of expertise and that is on subscriptions (services) He helped McCaw a lot back in the day He's a huge fan of Buffett and Munger Can I come see you next wknd? Day trip? On May 25, 2014, at 3:19 PM, "jeffrey E." <[email protected]> wrote: is tren griffin smart ? please n

www.251q.com is the name of my blog so the question matters to me. Maybe I need to rename my blog or provide the explanation. Any thoughts? Here's Munger on IQ: EFTA_R1_02210361 EFTA02723945 IQ: "A lot of people with high IQs are terrible investors because they've got terrible temperaments. And t

www.25Iq.com is the name of my blog so the question matters to me. Maybe I need to rename my blog or provide the explanation. Any thoughts? Here's Munger on IQ: IQ: EFTA_R1_02212114 EFTA02724887 "A lot of people with high IQs are terrible investors because they've got terrible temperaments. And t

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