It turns out that value investing is something that is in your blood. There are people who just don't have the patience and discipline to do it, and there are people who do. So it leads me to think it's genetic.
Flexible approach - will look at ALL asset classes.
Costs and liabilities are rarely overstated.
I don't have a Bloomberg on my desk. I don't care.
You need humility to say 'I might be wrong.'
Sometimes buying early on the way down looks like being wrong, but it isn't.