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Strategies & Market Trends : Buffettology
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To: James Clarke who wrote (2950)12/28/2001 1:44:04 PM
From: Jurgis Bekepuris  Read Replies (1) of 4690
 
Hi guys,

Marty Whitman's comments on Greenwald et al. are given in his annual report available at thirdavenuefunds.com

He disagrees with Greenwald et al. on some interesting points, which is partly the reason I consider TAVFX a core holding in my portfolio. Even though I hope I can replicate some of the GARP-cash flow investment practiced by Buffett and others, I definitely can't replicate a lot of what Marty is doing.

Have a good reading and nice holidays!

Jurgis
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