jacobwolinsky Posted January 19, 2012 Share Posted January 19, 2012 Value investing still worked for some in 2011 http://www.valuewalk.com/2012/01/kerrisdale-capital-up-200-in-2011/#.Txgy42-CkhU Link to comment Share on other sites More sharing options...
Guest Hester Posted January 19, 2012 Share Posted January 19, 2012 Value investing still worked for some in 2011 http://www.valuewalk.com/2012/01/kerrisdale-capital-up-200-in-2011/#.Txgy42-CkhU Or shorting/buying puts on Chinese frauds has worked. I have been continually unimpressed with Kerrisdale's long ideas and I think they mentioned in an earlier letter that their longs were performing even with the market. Link to comment Share on other sites More sharing options...
jacobwolinsky Posted January 19, 2012 Author Share Posted January 19, 2012 Some of the best value investors have made their money off shorting frauds; Einhorn, Ackman, many others. Does that make it any less impressive? Link to comment Share on other sites More sharing options...
Guest Hester Posted January 19, 2012 Share Posted January 19, 2012 Some of the best value investors have made their money off shorting frauds; Einhorn, Ackman, many others. Does that make it any less impressive? lol you've probably never seen my posts, I was just pointing out that they made their money differently than most value investors and their vanilla longs weren't that impressive, Link to comment Share on other sites More sharing options...
jacobwolinsky Posted January 19, 2012 Author Share Posted January 19, 2012 I guess not. I LOVE this forum but Im not too active here. Your right the longs were just ok, but Id take 200% over my -3% return for 11 any day. Link to comment Share on other sites More sharing options...
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