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aschartz

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  1. E I took and passed level one last June. I used the books that came with and the schweser study guides. I felt that the schweser study guides were very helpful along with the practice tests. Good luck studying. Let me know if you have any questions. Drew
  2. Same old Bruce talking about free cash flow. I really appreciate his candor and transparency of the funds operations. I also like how Bruce is putting every penny of his net worth in the fund. I’m wondering if he is getting tired of talking about his large SHLD position. I really like how he breaks down his rational for brands, real estate value, Eddie, FCF, and that he believes SHLD is selling considerable under liquidation value. I found it a little funny how he didn’t want to talk about MWA especially at these prices. I sleep well at night with Bruce at the helm.
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