Circle of Competence

I always like to point out good commentary by others, especially in the financial blogger arena. I’ve been a long time reader of financial blogs, many of which inspired me to write my own, notably NoiseFreeInvesting, Fat Pitch Financials, F Wall Street, Controlled Greed, Reflections on Value Investing (to which I now contribute), and one I’d like to mention today, Valueplays, a terrific and very active blog written by Todd Sullivan.

Todd writes about his portfolio in more detail than I can say of almost any other blogger out there. If there is any news out there regarding a company he owns, or might own some time, Todd will give his thoughts and a link. While that style is different than mine, a more opportunistic and sporadic structure, I love his blog and I generally agree with his thoughts.

I thought today I’d highlight a great series of posts he put up last week, namely the Interviews with Dow Chemical CEO Andrew Liveris. It’s not often that one can have an in depth interview with the CEO of a major industrial corporation, but Todd pulled it off with style.

Todd has been a long time fan of the company and shareholder, so he knows Dow very well. His insightful questions prove that he knows his stuff. I hope you all read, and enjoy the interview, it is a rare occurence that a blogger gets to enjoy the privledge of interviewing the CEO of a company he or she owns. If I had the chance to interview Eddie Lampert (SHLD), Tom Jasper(PRS), Jack Kopinsky(FMD), or any of the other CEO’s I am partnered with, I’d jump at the chance.

Congratulations to Todd for an excellent job:

Part 1

Part 2

Part 3

Part 4