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Strategies & Market Trends : Value Investing
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To: jhelmers who wrote (25984)2/12/2007 6:43:54 PM
From: Madharry  Read Replies (1) of 78817
 
I read the write-ups and am still convinced that I would need a margin of safety here and that margin of safety is a discount to the nav. From what I have read so far and the way mgmt has structured their incentive, i have no doubt about mgmt willingness to throw investors under the bus if need be.
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