Everything I do in investment is just very different.

I have always believed that a single talented analyst, working very hard, can cover an amazing amount of investment landscape, and this belief remains unchallenged in my mind.

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.

Read every line item until you get it.

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).

I hated discussing ideas with investors, because then I become a Defender of the Idea, and that influences your thought process.

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