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Strategies & Market Trends : Value Investing
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To: Larry S. who wrote (19921)10/20/2004 1:58:18 PM
From: Paul Senior   of 78647
 
Larry S.: Looks to me like they had 3.4M shares or 13% of the company. Maybe they sold before the debacle.

In the totality of the $$$ they manage, it's a small amount.

My point is, that Mr. Whitman, et. al. owning the stock, shows to me that there's only so much safety one gets by financial analysis and trusting one's judgement about management.

(And that amount of safety may not be enough if one keeps a concentrated portfolio.)
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