Anthony Grossi

I am a full-time investor. I learned finance the old-fashioned way, out of necessity, during a career in the film and entertainment industry. I prefer to focus on long-term macro economic trends and demographics. Having identified an invest theme, I look for companies that most nearly fit my thesis. Then it is time to switch hats and become a traditional value investor, to ensure that the security is investment worthy and has a reasonable margin of safety.

$WHLKY.PK at 0.3 X book and all three subsidiaries they own also trade below book. Too good to be true? Third Avenue Value doesn't think so. Mar 18, 2013