In an article last year, I used a quote by Seth Klarman (Trades, Portfolio) that said investing was an "arrogant act." Having just published my 100th article here on GuruFocus, it seems to me being a writer on value investing could fall under the same definition. First, one has to assume that he or she has something valuable to add to the dialogue. Second, one must be able to package this so-called wisdom in such a way to make your points succinctly and in an engaging style. Lastly, the writing must provide readers with an interesting perspective missing in the conversation. Each of these alone is a difficult goal to meet, but achieving a blend of all three really is a leap of faith - and ego.
I bring this up because this will be my last article on GuruFocus for the foreseeable future. I have greatly enjoyed meeting you either in person at the GuruFocus conference or via the GuruFocus website. It means a great deal that so many of you would take the time to read my writing, provide feedback (good and bad!) and ask incredibly astute questions. Without a doubt, the GuruFocus community has made me a better writer and investor. Continue Reading »