Jacob Wolinsky - Can you please post Third Point's 4Q letter?

[bmichaud]

You only give an exerpt on your website.....

 

 

Thanks in advance.

[jacobwolinsky]

LOL sorry thats all i have im looking for the full letter. Next time comment on my website i wont see it here as quickly. This is all i have-http://www.valuewalk.com/2012/03/dan-loebs-third-avenue-q4-letter-long-yahoo-the-case-for-alibaba/

[watsa_is_a_randian_hero]

http://www.thirdpointpublic.com/reports/quarterly-letters/

 

 

[dcollon]

Thanks Watsa

[bmichaud]

Thank you!

[jacobwolinsky]

Wow thanks! Cant believe he posts them on his site. I dont know any other hedge fund which does.

[u0422811]

He posts them on the site because his fund has a publicly listed European vehicle.  So he has to by law.  That is also why he discloses monthly exposures etc.  There are a couple other funds that have raised permanent capital in this way.  T Boone Pickens, etc.  I even think John Pauslon was looking into this but probably didnt do it given last year's poor performance.