Thought you would appreciate that quote from the most iconic Fundamental investor. ERB is also showing the same kind of profile as we have experienced and is another hidden treasure at these prices....I have no problem with the time horizon on LIQD as long as the FA is in tact. So it's really just a PATIENCE game now for these, which is very easy to say but in reality a much harder discipline. Both not for the twitchy types but substantive picks rarely are.
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