Comments on Henry Lee's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/henry-lee/articles http://seekingalpha.com/article/78279-another-home-run-for-leukadia?source=feed#comment-183879 183879 Thu, 12 Jun 2008 01:57:09 -0400 http://seekingalpha.com/article/78279-another-home-run-for-leukadia?source=feed#comment-175680 175680 Wed, 28 May 2008 22:58:30 -0400
Comparing the two, Cumming is a better manager hands down. What Malone was the best at was converting shareholder equity into his own pocket through options.

But Malone does not build shareholder wealth like Cumming does.

Yet, years ago Cumming in company meetings would call himself a pirate. At least he takes all the investors along on his forays.


]]> http://seekingalpha.com/article/77383-safety-insurance-a-great-company-at-a-great-price?source=feed#comment-171977 171977 Thu, 22 May 2008 14:08:12 -0400 http://seekingalpha.com/article/78279-another-home-run-for-leukadia?source=feed#comment-171194 171194 Wed, 21 May 2008 14:41:37 -0400 http://seekingalpha.com/article/77383-safety-insurance-a-great-company-at-a-great-price?source=feed#comment-170668 170668 Tue, 20 May 2008 15:17:41 -0400
I would think all of this would cancel out the benefits you described.
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