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Free Post: Third Avenue Shareholder Letter

Whitman is a great investor who has stood the test of time. This is a key year for him thought. After last years results and several large bets on securities other said were worthless, Whitman will be either viewed as a “genius” or “washed up” after this year. Fair? No…but it is the world we live in…

Categories
Articles

Marty Whitman on Graham and Dodd / Risk / Wall St vs Main St

Classic Whitman, on efficient market theorists: “they certainly don’t know diddly squat about anything”

On Graham and Dodd

On Risk:

Wall St vs Main St


Disclosure (“none” means no position):