To: MNTNH who wrote (52764 ) 11/10/2013 11:43:08 PM From: Jurgis Bekepuris Respond to Good questionsAny reasons why you went for these names? Brooklyn Investor's blog . Initial purchases do not mean much for me. I hold ~60 different positions. :) I did not buy everything that Brooklyn Investor and people on his blog mentioned in regards to Outsiders though. I did not like TDG's financials, for example. I also can't say I understand all the maneuverings of Malone, so I did not buy any Liberty group of companies or Charter. I thought LMCA was cheap when Buffett lieutenants starting buying, but I missed the price... waited too long... now I am not confident enough to step up. I own some through BRK's holdings ;)And CFX looks pricey, whats the catch? CFX is going through digesting a large acquisition. The question is whether the acquisition was worthwhile longer term and whether they can get to good margins in the combined business. CFX is the cheapest of the "Outsider" candidates based on P/S, which reflects the question of whether they can get their margins up to "Outsider'ish" levels. :)If you like Outsider companies, maybe consider GD and/or the Liberty Group of companies? I'll think about GD. I don't like defense sector though. IMHO, defense should be cut much more though I doubt there is political will or way to do it.TDY has sold off many of its units hasnt it? Is it still the old high performing unit that Henry made it out to be? Yes, TDY is not all the old stuff. You can see the argument about why it still may be in play on Brooklyn Investor's blog. :)
