(Harvest) There is often this inherent conflict in a value investor’s mind that continues to play for almost every investment he makes. If you have been investing for a while, you will read what I am writing and nod along. You know what I am speaking of. Yes, I said Arrogance. It is a sign of arrogance to take a position against the market. As a value investor you are saying “Mr. Market, I see what you have to offer. This is how I counter. Play with me or I take my ball and go home”.