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,
David
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