Ian, I completely agree with your sentiments. We would have preferred less liquidity and a larger discount. Going forward, a similar scenario is not possible as a vote would be required, which would be highly unlikely to be forthcoming. John
or you can buy it here .. https://www.abebooks.com/book-search/title/margin-of-safety/author/seth-klarman/ It's a collector's item and NOT cheap.
Hi Peter, yes they're two great books. Poor Charlie's Almanac and Seeking Wisdom also have a lot of psychology as do some of the others. More psychology books here .. http://mastersinvest.com/further-reading/ You may wish to search the internet for the PDF of Klarman's book.
Yes, too many good books. The lessons of 'Influence' are well covered in Charlie Munger's Almanac and Seeking Wisdom.