
#13 The Contrarian
Behind the Balance Sheet
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The Dangers of Stepping Out of Office
i wanted to talk to you about stepping out of the office, because you wrote some fantastic stuff about going out and visiting companies. You suggested that there are two dangers of stepping out of office. One is that s ors can be arming and persuasive. And you said that travel narrows the mindand you cited a visit to russia before its collapse and when it renaged an its sovereign debt. How should investors maintain their equilibrium when they do go on holiday? I know very, very little about jordan compared with those who lived there for years and years. But i think the investe, they've got ta keep in perspective the the extra bit of information that they've got from
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