racemize Posted January 9, 2012 Share Posted January 9, 2012 So I wrote an annual report for my "fund" (calling it a partnership, but it doesn't really exist yet). It ended up being much longer than I expected, but I thought I would share it.StevensFund2011Annual.pdf Link to comment Share on other sites More sharing options...
Eddie Willers Posted January 9, 2012 Share Posted January 9, 2012 Racemize - Excellent report. Great investment returns. You get my vote for rookie of the year on this board! Congratulations and very well done. Eddie Link to comment Share on other sites More sharing options...
ourkid8 Posted January 9, 2012 Share Posted January 9, 2012 What is your reserved position? :) (I have to ask!) So I wrote an annual report for my "fund" (calling it a partnership, but it doesn't really exist yet). It ended up being much longer than I expected, but I thought I would share it. Link to comment Share on other sites More sharing options...
racemize Posted January 9, 2012 Author Share Posted January 9, 2012 Thanks for the nice comments all. If anyone made it through the market section, I'd appreciate any feedback you have on the content (particularly if I'm off base somewhere). I know most of it probably isn't terribly insightful, but I thought I would put down my thoughts on various subjects I'd paid attention to or read about in 2011. Re my largest position--I've had it since the beginning and it hasn't paid off yet, so I may be drinking my own cool-aid, but we'll see. Maybe I'll post a write up of it. Link to comment Share on other sites More sharing options...
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