Hey all - sorry for the long gap in postings. I was in New York City for the Value Investing Congress. I usually try to post when I am going to be gone but ran out of time.
The next few weeks are also nuts. I will probably have a flurry of posts in the next day or two and than will be gone this weekend, out of state midweek next week and out of state for the entire week following.
Combine that with I am sick right now, brain dead, and I am trying to work on my quarterly letter and my posting may be limited. Will try to have a post or two about the conference.