Subject: Re: In progress observations
"So, thus far this morning: quite impressed. Objections withdrawn. Greg is assured, careful, cogent, thorough, data at front of mind, no obfuscation/conspicuous omissions as near as I can tell on first reflection."

It's clear he has a better overall grasp of the businesses than Warren did. He doesn't have the charisma and he hasn't cut his teeth on the big deals yet but I feel a lot more comfortable.