Monthly Archives: October 2012

Update No. 81 – 12/10/12

I am an unashamed value investor.  Value dictates virtually everything I do (economically), I consider myself the textbook definition of ‘rational expectations’ with a personal skew away from value other market participants might place on intangibles like brands and others perceptions of them.  Utility for me derives almost exclusively from function.  I always purchase second-hand […]