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Excellent Set of Presentations - Value Investing Congress 2010


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Nope but I have heard his Japan story before. Interesting. He believes Graham and Dodd doesnt work there. It will be interesting to see the outcome with so many value investors looking under those rocks. I dont think the Governance issues can be tackled.


Grant is a really interesting guy, and appears to be doing exactly what he loves. Another guy who tap dances to work. My guess is his partnership hasnt done all that well. He seems like a great thinker, but not the greatest stock picker.

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