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| 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 |
| 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 Team: | b's, c's, p's, sawx |
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