In yesterday's comments, Vik, Jeff, Miguel S, and likely a number of others that did not post comments were curious: How the heck did I find Graham, and why was I looking at it in the first place? I think that question is posed to a lot of non-conventionalists that preach "FIND THE CASH FLOW!" and "BUY BUSINESSES WITH MOATS!", and then buy a bunch of companies that look a lot like overpriced or soon-to-fail garbage with little or no cash flow.