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No. of Recommendations: 1
Dear Boffo,

I am definitely a big fan of TMFRalegh. I think I learned more from him than any single writer here. If there is one criticism I had of him, when starting out I was a bit intimidated (he can be a little, well, short to questions sometimes). I wish they could have found someone like him for the Boring port...

I have heard good things about Yorick as well; I heard he was the person to talk to about REITs. I never really ran into him though...

Without meaning any disrespect to the TMFers in place right now, I am sad that many of the "analytical" TMFers (e.g. Ralegh, Nexus, Seymor) have left. What I liked about them is that they were very "free-form" as far as analysis goes. Dale W. would for example define a set of metrics for analyzing banks, use them, and explain their limitations; some of the other writers take a certain set of metrics (e.g. Rule Maker), then say why company "X" does or does not fit these metrics.


Lleweilun Smith
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