Wednesday, January 31, 2007

Shai Dardashti Letter to Warren Buffett

At the Q&A I arranged you told me that today ( May 23, 2005 ) you were “85% Graham and 15% Fisher.”

If you were today 20-something years old, again looking to allocate less than $10 million, and free to allocate capital into well over 8,000 opportunities (before even considering anything overseas), would your Latticework of Mental Models primarily be searching for:

a) Situations reminiscent of 1957 - akin to Daehan Flour Mills, or

b) Situations reminiscent of 1987 - akin to Moody’s Corporation?

To read the complete letter: Dardashti Letter.

Thank you Shai for sharing,


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