Ive subscribed to OID for about 10 years and always find it extremely informative and useful. This latest May 2012 issue I think is his best in several years, because it sheds considerable light on CHK as well as lots of information from Longleaf guys that we cant get otherwise (I happen to be a strong
believer in the Longleaf funds, and Mason and Staley's approach; have invested heavily with them for
22 years)
Ive gotten far more value over the years from OID and his manager interviews than any other publication, and hope Emerson can keep it going, but on more reliable frequency
