If you are going to be a great investor, you have to fit the style to who you are.

I don't believe anything unless I understand it inside out. And even if I understand something, it is not uncommon that I disagree with accepted view (even if it's a Nobel laureate).

Read every line item until you get it.

It is ludicrous to believe that asset bubbles can only be recognized in hindsight.

I didn't offer transparency. I provided one quarterly report in letter form. That was all you got. I basically demanded that if you're going to invest in my fund you need to accept my terms. The terms not being super highs, but just, I'm not going to cater to you.

The late 90s almost forced me to identify myself as a value investor, because I thought what everybody else was doing was insane.

Everything I do in investment is just very different.