Do You Understand the Business?

[Ben]

Agree with Weijian.

While we try to emulate WB or any other successful investors as much as possible, we will never be the same as them.

Between CM and WB, I’m sure there are differences too.

What I try to follow is, however, their principles towards investing, thought ultimately my method, approach and style may be different as compared to them. We need to have our own unique ways that suits our own temperament and character, while not deviating too far away from the principles of value investment.