EFTA00300912.txt

"Paul Tudor Jones... was a good buddy of mine"

"I was going to put together a fund called Scoggin with my partner Curtis Schenker... that was how we started in 1988."

"I was going to put together a fund called Scoggin with my partner Curtis Schenker... that was how we started in 1988."

"Curtis was my best friend before we started Scoggin. He's my best friend still."

"my partner Curtis Schenker, who is still my partner."

"I was going to put together a fund called Scoggin"

"We have bought a position of about 4%. We cannot go any larger. We started buying at 44, they're now 28."

"I was long Valeant and I was selling the stock when it was at $200... I had bought it at $140."

"Shane Parrish (SP): Farnam Street started as a byproduct of my MBA."

"I just hired somebody to help out at Farnam Street for the first time. His name is Jeff Annello."

"Right now El focused on Farnam Street."

"Ken Iverson mentions in his book Plain Talk"

"what Bandera does... your hedge fund's process"

"We have owned Google since 2011."

"We bought Hilltop Holdings (HTH) at a huge discount to cash... we owned four of them, Star Gas. Tandy Leather (TLF). Hilltop Holdings and Popeyes, in "

"We bought into a company called Peerless Systems (PRLS) at very big discount to cash."

"We did buy a few operating companies. including Popeyes (PLKI)... we owned four of them... Popeyes, in 2009."

"we owned four of them, Star Gas... in 2009."

"we owned four of them... Tandy Leather (TLF)... in 2009."

"your upcoming book, 'Dear Chairman.'... I decided to write Buffett to ask for the letter... I should probably do this book now"

"I decided to write Buffett to ask for the letter he wrote to American Express (AXP) in 1964."

"My first job out of business school was at HBV Capital... I worked on their distressed fund from 2002 to 2004."

"The head of research, Greg Shrock"

"We were seeded by Protégé Partners in 2004."

"I left Arklow to form Bandera in 2006 with my current partner Greg Bylinsky."

"I left Arklow to form Bandera in 2006 with my current partner Greg Bylinsky."

"my current partner Greg Bylinsky"

"I really learned about investing at Columbia."

"I went to the University of Chicago for undergrad."

"had been an lawyer with Wachtel] Lipton for many years"

"and then a bankruptcy lawyer at Milbank."

"Scoggin Capital Management, which he founded with partner Curtis Schenker in 1988"

"founded with partner Curtis Schenker"

"He teaches Applied Value Investing at Columbia Business School"

"Jeff Gramm manages Bandera Partners"

"Shane Parrish is the curator behind the popular Farnam Street Blog and founder of the Re:Think Workshops"

"Jonathan Salinas founded Plymouth Lane in April 2013"

"Jonathan worked as an analyst at Marble Arch Investments"

"Jonathan served as a consultant at ZBI Equities"

"he was an analyst at Festina Lente Investment Management"

"worked as an analyst in capital markets and research divisions at UBS AG"

"Meredith Trivedi, the Heilbrunn Center Director"

"Professor Bruce Greenwald, the Faculty Co-Director of the Heilbrunn Center"

"Philippe Laffont of Coatue Management"

"I had been working at EF Hutton"

"I went to Wharton for undergrad"

"Martha Stewart owned 25% of the business and a little more than 50% of the voting control"

"SQGB is run by Bill Sweedler"

"Consensus view is that Quest operates in a duopoly structure with competitor LabCorp"

"CEO with a phenomenal track record... Bradley Jacobs"