Set forth below is the text of a comment that I recently posted to the discussion thread for one of my columns at the Value Walk site:
Wrong Rob. There are other things you believe in, that I don’t. You think it is okay to make up stories about fraud and prison, I don’t. You think it is okay to quit your job and not face up to the responsibility of supporting your family, I don’t. You think it is okay to change people words or delete their posts because it doesn’t fit with your story, I don’t.
Shall I go on?
I think it is important to write about the fraud stuff. It’s because too many of us are afraid to write about that stuff that it has continued for so long. We pretend that it’s charity holding us back but it’s really cowardice.
But I consider that a process question rather than a substantive investing question. We agree on the substantive investing questions with the exception of the valuations matter, re which I go with Shiller and you go with Fama.
Hang in there, man.