matts

Ya but this sounds like literally the last 10 meters from the pole to your house. And you need equipment on every pole which costs capital. How much will it cost for the telcos to get that kind of broadband to that last pole? A lot I would think.

Check out Special Opportunities Fund Inc (SPE). Special situations and activist strategies by Bulldog Investors.

Sculpin, Counsel Corp looks interesting. Is there a write up on it somewhere?

The insurance companies indeed pay the standard fees to the hedge funds, however, you get the benefit of intraday liquidity and the benefit of the float. As for Greenlight's bad underwriting, I would not call it history, as it is a very new company and the poor results have been primarily due to one bad business they went into (commercial auto) which I view as a single poor decision. Time will tell.

I agree. I think they are a very good shop. FYI for those who are not aware, you can invest in the intellectual property of Murray Stahl and Steve Bregman (horizon principals) via FRMO.