1. Do you look at other manager's13F filings for ideas? If so, who?
2. How much time do you spend researching an idea before you are willing to invest?
3. Are you always a passive investor or do you talk with management outside of the conversations/information available to all investors? (Some stakes approach 5-10% control of companies)
4. How do you see the relative value between documents like the 10K,10Q, proxy statement, etc compared to earnings calls, presentations/events (webcast, slides) and shareholder letters?
5.