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No. of Recommendations: 3
Great post, as always, US. I wish I could write like you. No wonder Bill Mann sends you private love notes and hate mails to me.

I had earlier thought to get rid of most of my GGs (I have all of them minus the speculative picks or where I don't trust management) but have now decided to let them stay. I think for the most part they are excellent firms. Some of these will still tumble but I unless I develop a negative vibe for a firm, I will just keep them for the long haul if not add to them. The goal is continued learning process by tracking these firms even if it is going to be a whole lot less. I am already following Nate's orange portfolio.

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