Jim,

Thank you. Well written.

I for one would appreciate if you kept this board up to date on your 'stomach turns' as you wade further out into the tide Flatt's.

I own a pretty good slug of both (BAM/BN now) and have for a while. Left alone and on its own its grown to a decent sized position in my portfolio. But, like you...there is this unsettling notion in the back of my mind. It's always been there but I've swallowed hard and kept my head down trusting the forensic abilities of bullish Superinvestors (and avoiding taxes). So far its worked out reasonably well...so far.

I have no forensic accounting skills. I just read a lot.

Today I'm inclined to continue sitting on my hands while watching how the 'spin out' matures over the next couple years.

Thanks

m

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