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rcnewport

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  1. rcnewport
    Anyone know/have the 2013 AVM letter?
  2. rcnewport
    Allan is on here and posts rarely. Maybe he'll respond to a PM. Seems that many value investors that held JEF that got shares of LUK have trimmed their LUK shares. I personally think it is just a bit a profit taking not a negative on LUK at all. Scan some of the 13f files for some of the investors we follow and you will see most of them trimmed a bit. I would love to hear more wisdom from Allan here on the site.
  3. rcnewport
    Where was the info on his holdings found? I can't seem to find it on the SEC site.
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