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iHub Info
Membership Type
Followed By 4
Posts 1,014
Boards Moderated 0
Alias Born 01/13/2014 04:26:53 PM

Personal Info
Location mystery, alaska
Investment Philosophy * double digit free cash flow yields
* 40% or higher discounts to intrinsic value
* disruptive technologies backed by strong balance sheets and hands-on enlightened mgmt
* discounts to net cash and/or tangible book that are no worse than normalized operating free cash flow neutral (see summer 2002 and spring 2009)
Occupation private and public investor
Interests/Hobby * patience is a virtue
Person I'd Like to Meet * seth klarman
* richard branson
* pele
Favorite Movie * Shawshank Redemption
* Lawrence of Arabia
* Field of Dreams
Favorite Artist * birdsey
* sting
* otis redding
* mccartney
* sisson
Favorite Sports Team b's, c's, p's, sawx
Consent Preferences