CruiseTown

Can someone help explain why doesnt he have any 13F-HR filings? Isnt he running more than $100M? Thanks

Hi AlexBossert, Thanks for your notes. I always appreciate it when someone on the board shares with the others, particularly for us who live too far away/ overseas to attend the meeting. When Mohnish asked Charlie about his down years in 73 and 74, you wrote most of it is family confidential. What does that mean? Did Mohnish decline to tell the crowd politely? Or did Charlie decline to tell Mohnish? Thanks!

Would love to see his 2001+ letters. Wondering if anyone else has some insight into his performance. His 10 year track record from 1991-2001 was pretty good about ~12% p.a. but this is no where quite near the 20+% that he is said to have achieved. Any thoughts? Also noticed that he underperformed the market 7 out of 10 years (I do realize 1998-2001 were anomalies).