Reading the Wall Street Journal the other day, I noticed an article written by reputable author, Herb Greenberg. I hate to say it, but it appears Mr. Greenberg took a page from my book mentioning Seaboard Corp (AMEX: SEB), Ash Grove Cement (Pink Sheets: ASHG), and J.G. Boswell (Pink Sheets: BWEL) all in the same breath. I said – wow. Of course, imitation is the highest form of flattery, but I must say it is great to be on the same page with a writer like him.
The article, “Strong, Silent Types: Some Companies Let Their Fundamentals Do the Talking” talks about how a handful of companies do not participate in the gala that is investor conference calls or earnings guidance. As my previous blog on the exclusivity of ownership discusses, I 100% agree with this stance.
There is not much to be said here, except that it was nice to be in the same light with this guy.
And, of course, to play devil’s advocate, there was a quote in the article that hit it right on – basically saying that if you are any good at something, there is no need to brag or draw attention to yourself. Things will take care of themselves. I know some will say that I am bragging and drawing attention to myself by writing rather than keeping my mouth shut, but I am just writing. If someone reads it, great….if not, well, so be it. I probably should keep my investment merits and failures to myself – the best fund managers do just that – but I am not that good at the investing or writing aspect yet, so I have to brag. :-)
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