“Typically, we make money when we buy things. We count the profits later, but we know we have captured them when we buy the bargain.” Billionaire value investor Seth Klarman Interview with Jason Zweig at the CFA Institute Annual Conference (2010) (x) Over the past several months, one of the themes I've returned to repeatedly has been the growing disconnect between price and value across different areas of the market. A relatively small group of companies continued to attr