CorpRaider Posted May 13, 2022 Share Posted May 13, 2022 Does anyone have Pat Dorsey's recent letters/a good idea of his returns? I see whale wisdom has him ranked highly, based on analyzing top 10 13F positions and equal weighting them (which is probably not a horrible approximation for his strategy). Thanks in advance. Link to comment Share on other sites More sharing options...
AzCactus Posted May 13, 2022 Share Posted May 13, 2022 I don't but based on what I have seen can confidently say the past two years at least have been rather rough. Link to comment Share on other sites More sharing options...
Longnose Posted May 14, 2022 Share Posted May 14, 2022 Yea hes been concentrated and in tech i'd bet he got hammered. I really like looking through his 13F's as I like to look at anyone who runs concentrated conviction bets. But im more of a value guy at heart so I always only nibble at tech stuff. Link to comment Share on other sites More sharing options...
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