RE:RE:Warren BuffettI estimate today's intrinsic value to be worth about $23 per share (conservatively, and compounding), so quite a discount if my estimates are close.
It's not just MAL in the shitter, it's pretty near the whole market. Look at LNR's bloodbath. I'm 'bagholding' both, but quite happy with business performance of both names, which is what matters like Judson suggested.
Times like these require audacity. Be fearful when others and greedy and greedy when others are fearful.